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Jacksonville, FL

Our Leadership Team

Team profile image of John Oliver

John Oliver

District Manager

John is a dedicated family man who proudly admits he “married up.” He is blessed with four children ranging from 19 to newborn. As the youngest son of two lifelong educators, with a father who also coached, he grew up surrounded by lessons in leadership, teamwork, and perseverance. That background shaped his competitive drive and his passion for helping others succeed.

Since 2013, John has served in the financial services industry. He is committed to guiding individuals and families toward financial security while leading his team with integrity, compassion, and purpose. His mission extends beyond business, as he strives to point people in the right direction both in life and in faith, ultimately leading them closer to Christ.

When he is not working, John enjoys time in the outdoors, whether that’s playing or watching sports, spending time with family, or simply appreciating God’s creation.

Team profile image of Joshua Houck

Joshua Houck

Development Manager

Joshua grew up on Oahu and has been helping individuals plan for retirement since 2019. What he enjoys most about his work is helping people turn uncertainty about retirement into a clear, confident path forward. For Josh, financial planning is personal. He is building lifelong relationships with clients.

Outside of work, Josh values faith, fitness, and family. He attends church weekly and can be found at the gym in his spare time. He enjoys quality time with family and staying active in his community.

Team profile image of Scott Thomas

Scott Thomas

Development Manager

Scott was born and raised in Florida. He has been married to his wife, Amy, for over 25 years. He absolutely adores his daughter and his 2 granddaughters.

Since 2008, Scott has been helping Florida seniors protect their assets. He has a passion for helping local folks in the community prepare for whatever retirement may throw their way. Showing new agents the ropes is also a passion of his. Nothing is more rewarding than seeing a new individual learn to help others through the insurance industry.

Team profile image of Jordan Wright

Jordan Wright

Financial Advisor

Jordan enjoys helping individuals and families navigate important decisions with clarity and confidence. By taking an education-first approach, he strives to simplify complex topics, listen carefully to each person’s goals, and provide clear, straightforward guidance throughout the process.

He believes strong relationships are built on trust, communication, and putting people first. Jordan’s goal is to help clients feel informed, comfortable, and confident as they make decisions for themselves and their families.

Other Valuable Team Members

Team profile image of Giuseppe Fasulo

Giuseppe Fasulo

Retirement Specialist

Team profile image of Avery Rainey

Avery Rainey

Retirement Specialist

Team profile image of Benjamin Wendzel

Benjamin Wendzel

Retirement Specialist

Team profile image of Chris Palazzini

Chris Palazzini

Retirement Specialist

Team profile image of Christian Carpiz

Christian Carpiz

Retirement Specialist

Team profile image of Enric Daragjati

Enric Daragjati

Retirement Specialist

Team profile image of Falguni Patel

Falguni Patel

Retirement Specialist

Team profile image of Ismael Gijon

Ismael Gijon

Retirement Specialist

Team profile image of Laurel Brown

Laurel Brown

Retirement Specialist

Team profile image of Ranson Combs

Ranson Combs

Retirement Specialist

Team profile image of Scott Annicelli

Scott Annicelli

Retirement Specialist

Contact Us

9250 Baymeadows Rd, Suite 220
Jacksonville, FL 32256

Phone: 904-204-0134

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