Ormond Beach, FL

Nick is a family man. He has been married to his wife, Lisa, for 15 years and together they have one son and one daughter. Being active in his kids’ school is very important to Nick and so he helps coach sports for both his son’s and daughter’s school teams.

Nick has been in the Financial Services industry since 1997 and as District Sales Manager has brought his office to #1 in the region several years in a row. His team has created and implemented top sales practices and superior client services. He continues to grow his Ormond Office into a hardworking, top sales team.

Paulette is a hard-working mother and grandmother that keeps very busy between caring for family, her local church group and many community activities. She is involved in local networking events and holds her own classes teaching people in the community about insurance options and planning. Paulette has worked closely with new agents, has done extensive field training and assists in development and office growth.

Joe is a dedicated father and seasoned professional retirement planner, with a passion for employing financial and insurance products to solve the various obstacles his clients face in retirement. Forward thinking and always looking for a way to improve the lives of his many clients. He serves his community as a development manager for the Ormond branch, managing a team of professionals. He’s a strong believer in taking the team approach to problem solving.

Joe has been a local resident here in Volusia County since the year 2000. Graduating from Macon State University with a degree in Psychology has enabled him to emphasize and connect with his clients Furthering the belief of making their problems his own and solving them with personal dedication.