Team

Rudy has a diverse background of over 30 years of coaching and financial consultation experience that he relies on to work with clients on their personal and business retirement plans. Rudy grew up in south Florida and spent 18 years...

Georgette brings over 20 years of experience within the financial services industry with positions ranging from Loan Consultant to Branch Manager of a Credit Union. She is our team's specialist in long term care solutions. Georgette...

Pam brings over 20 years of experience working with families to help them Design, Grow and Protect the financial future. Pam is our life insurance and employee benefits specialist. She has a passion for helping women who have gone...