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 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.
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.