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.
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.
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.
Brittney offers a cheery hello when you call our office. She is always ready to handle your enrollments, terminations, claim and billing issues.
Her background in customer service enables her to navigate the hoops necessary to get any issue resolved.
Robert is our account executive who comes to us with extensive experience in corporate and insurance sales.
He has previous experience as a licensed agent and has lived in Florida for 30 years.
His knowledge and experience enables him to help prospective clients understand the insurance industry giving creative ideas on how Paul can provide the most customized and cost effective plans for company employees.