licensed agents

Meet your partners in wealth planning.

We make wealth clear, approachable, and designed to work for you—simplifying the complex with plans that grow alongside you.

Gina Tedesco

Sarasota, FL

Dr. Liezette Abel-Ruffin

Davie, FL

Stephen K Matsumoto

Hallandale Beach, FL

Seth Starnes

Fort Lauderdale, FL

Carla Debro

Hiram, GA

Crystal Poe

LaGrange, GA

Christina Spruill

Plainview, TX

Andre Lewis

St. Petersburg, FL

Liza Pedraza

West Palm Beach, FL

Eduardo Rodriquez

St. Petersburg, FL

Laith Smadi

Tampa, FL & Dallas, TX

Eric Luciano

St Petersburg, FL

Tim Wilson

Gibsonton, FL

Miriam Gayoso

Hollywood, FL

Felicia Pouncil

Covington, GA

Angela Pacheco

Denver, CO

Manny Collazo

Wesley Chapel, FL

Ilona Dominguez

Wellington, FL

Michael Anthony Cummings II

St. Petersburg, FL

Milagros Almarante

Orlando, FL