Broker Check

Team

We believe that when we are team-centric we add a broader perspective to all that we do, which leads to increased benefits for our clients. Our team works together to focus on your unique needs, and designs customized strategies to help meet those needs.

Leadership Team

Anita Whatley

Anita Whatley

New Business Manager

Barb Abbott

New Business / Policyowner Services

Chris Roussel

Chris Roussel

General Agent, CLF

Dan Razzano

Dan Razzano

New Business Director

Emma Galloway

Disability Processing Specialist

Kacee  Floyd

Kacee Floyd

Recruiting Director

Michael Desilets

Director of Technology

Miranda Roussel

Miranda Roussel

Marketing Director

Mitchel Roussel

Mitchel Roussel

Director of Onboarding and FR Development

Taylor Roussel

Taylor Roussel

Director of Life and Disability Brokerage, Disability Income Specialist

Tallahassee

Anita Whatley

Anita Whatley

New Business Manager

April Schoen

April Schoen

Financial Advisor

Barb Abbott

New Business / Policyowner Services

Brice Lockart

Financial Representative

Dan Razzano

Dan Razzano

New Business Director

Edmond  Bradberry

Ed Bradberry, CLTC, RICP

Financial Representative

James Gay

James Gay

Financial Representative

John Lentz

John W. Lentz, ChFC

Financial Representative

Kacee  Floyd

Kacee Floyd

Recruiting Director

Matthew Pararo

Matthew Pararo

Financial Representative

Matthew  Wallat

Matthew Wallat

Financial Representative

Michael Desilets

Director of Technology

Neel Dekle

Neel Dekle

Special Agent

Paul Donaldson

Paul Donaldson

Financial Representative

Robbie Kinney

Robbie Kinney

Financial Representative

Sevin Wilson

Sevin Wilson

Financial Representative

Tim Hendrix

Tim Hendrix

Special Agent

Tim Majors

Tim Majors

Financial Representative

William Green

William C. Green, CFP®

Financial Representative

Jacksonville

David Reid-Foley

David Reid-Foley

Financial Representative

Emma Galloway

Disability Processing Specialist

Jerrett Kandzer

Jerrett Kandzer

Financial Representative

Mike Reed

Mike Reed

Financial Representative

Peyton  White

Peyton White

Financial Representative

Rogers Joseph

Rogers Joseph

Financial Representative

Shane Pipher

Shane Pipher

Managing Director

Clearwater

Austin Lentz

Austin Lentz

Financial Representative

Crestview

Ben Spears

Ben Spears

Financial Representative

Fred Spears

Fred Spears

Financial Representative

Sara Fordyce

Sara Fordyce

Financial Representative

Chandler Holloway

Financial Representative

Chipley

Stephen Ayers

Stephen Ayers

Financial Representative

Gavin Taylor

Gavin Taylor

Financial Representative

Thomasville, GA

Austin England

Austin England

Financial Representative

Marianna

Dee Dee  Martin

Dee Dee Martin

Financial Representative

Cameron Oliver

Cameron Oliver

Financial Representative

Kacee  Floyd

Kacee Floyd

Recruiting Director

Niceville

St. Augustine

Ambia Peoples

Ambia Peoples

Financial Representative

Chad Gibbons

Chad Gibbons

Financial Representative

John Shields

John Shields

Financial Representative

Robert Markwalter

Robert Markwalter II ChFC ®

Financial Representative

WE'RE READY TO WORK WITH YOU

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