Meet Our Staff

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Paul Crevello

CFP, Owner/President

Business head shot
With over 20 years experience in the Tampa market, Paul continues to meet the needs of today’s versatile businesses by providing expert customized employee benefit programs.

Paul is a Florida native, graduating from University of South Florida and receiving his CFP (Certified Financial Planner) certificate from American College.  He is the past president of  Pinellas Association of Insurance and Financial Advisors, and a current member of the Central Pinellas Chamber of Commerce.  Paul has also received a number of professional recognitions from major insurance companies including UnitedHealthcare and AvMed.

Paul’s accomplishments enable him to offer fresh ideas and value for businesses facing the challenge of providing employee benefit programs which are simple, cost effective, and beneficial.

 

November 17th, 2016 by Crevello Financial Services

Kat Thinnes

Administrative Assistant
Direct: (727) 319-0043

Kat assists Paul in preparing accurate insurance quotes and investigating and resolving client insurance claims issues.  She administers client accounts and researches providers, networks, billing and eligibility.

November 17th, 2016 by Crevello Financial Services
November 17th, 2016 by Crevello Financial Services