Florida

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Joe works with his team to create holistic plans for his clients.  A 27 year industry veteran he decided in 2018 to transform his practice from commission based to fee based.  Further through years of experience he provides his clients access to his network of insurance professionals, attorneys and accountants. 

Nora (left) and Daisy (right) spend a lot of time in the office.  Both are trying to organize a union to mandate hourly walks around downtown St Petersburg except when it is raining.

Terry is our health benefits expert.  She works with clients across the country creating plans to meet their insurance needs.  With an extensive background in media sales and OSHA oversight.  Her transition to insurance sales in 2019 bring diligence with personality.  

 He began his career as an individual practitioner, merged his practice with a Greenwich, CT based firm where he transitioned to managing partner, helping it to grow in excess of two billion dollars in AUM, before leaving to co-found BIG. 

Kim's focus spans operations, risk management, and regulatory compliance. As an experienced litigation and securities attorney, she provides valuable insights on regulatory matters. 

 Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry.