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Someone You Should Know

Aug 23, 2021

  With her work ethic rooted deep in West Texas, and a passion for helping others, Roxanne Theodoropoulos focuses on successfully growing and protecting the wealth of her clients. Please read Roxanne’s story below!   I grew-up working 12-hour-days, 6-days-a-week, as a child in the cotton fields of West Texas. This developed my love of wanting to create financial peace

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Someone You Should Know

Jun 04, 2021

  A professional both on the golf course and in the Boca Raton office, Jeff Evanier is passionate about everything he does! His work ethic and desire to help his clients truly make him a leader in the industry. Please read Jeff’s story below.   My greatest passion, golf, lead me to Florida and ultimately to ASB Financial. Today, I

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Someone You Should Know

Apr 05, 2021

  Frank Leto is considered the “Foundation” of the Tampa office. His value not only shines as a new agent developer, but as a reliable friend and mentor to all. His resilience, perseverance, and simple values are shown in everything he does! Please read Frank’s story below.                Family and helping families have always been a number one priority for

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Someone You Should Know

Feb 18, 2021

Paulette has been a force in Ormond beach since 2010! With her strong leadership skills and her desire to teach, she has not only become a mentor, but an example of consistency and focus for her team. We are grateful to have Paulette as a part of the ASB family! Please read Paulette‘s story below. ….. Almost 11 years ago, I walked

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Someone You Should Know

Feb 18, 2021

Roney Jones has been a leader in the Gainesville office since 2015. With a strong history in the US Navy, he has brought his sense of commitment and service to everything he does. We are grateful to have his skills, compassion, and knowledge not only available to all of his clients, but to his colleagues as well. Please see Roney’s

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Someone You Should Know

Nov 06, 2020

  Joe Lanier has been with ASB Financial since 2015. Joe is an inspiration to all with his unlimited knowledge and his willingness to help everyone throughout our region. He goes above and beyond to help his clients. We are all grateful for his role as a mentor and for his example of persistence and excellence. Please read Joe’s story

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Someone You Should Know

Sep 30, 2020

Carlos Nieto started with ASB Financial in 2014. His passion and love of service to his clients has propelled him to become one of the top advisors at ASB Financial. Carlos is well-known in his Community, and is often seen helping at his Wife’s family business – Cristina’s Deli in Ocala. He has been a Convention Qualifier and has helped

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Medicare Basics

Oct 23, 2019

Before choosing a plan we want to be sure you know the difference between your many options; In particular how Medicare Supplements and Medicare Advantage Plans differ. Many people sign up for Advantage Plans thinking they are Supplements, they are not. Medicare Supplements A Medicare Supplement is used with original Medicare. Any caregiver that accepts Medicare will take a Supplement

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How Long Should Your Term Life Insurance Last?

Sep 25, 2019

In regards to term life insurance policies, you have several options for the length of the coverage term. Each choice might work better than others depending on your situation. Today we will briefly cover each available term length for term life insurance and discuss some of the circumstances you may be considering in making your decision. Hopefully, this information helps you answer

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Life Insurance 101: Getting Started

Aug 28, 2019

Protect What Matters Most! Life insurance may be one of the most important purchases you’ll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children’s education, protect your spouse’s retirement plans, and much more. If you’re considering securing you and your family’s financial future,

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