ChFC
®
CLU
®
LUTCF
®
(941) 924-2808
8075 Beneva Road
Suite 2
Sarasota, FL 34238-2938
Suite 2
Sarasota, FL 34238-2938
Across Beneva Rd. from Staples & across from Westfield SarasotaSquare Mall
ABOUT ME
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Insurance Products Offered
Auto, Homeowners, Condo, Renters, Personal Articles, Business, Life, Health
Other Products Offered
Banking, Home Loans, Mutual Funds, Annuities
Office Hours
Mon-Fri
9am - 5pm
Sat-Sun
Closed
After Hours by Appointment
Office Info
Simple Insights®
The individual need for Disability Insurance
If you have an accident/injury, your health insurance typically helps cover the medical bills. But if you were totally disabled you might need disability insurance.
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Cost of car insurance fraud
Car insurance fraud costs us all. Avoid becoming a victim. Spot common types of car fraud and help combat the issue.
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Natural gas detectors — Are they worth it?
Natural gas detectors can alert you and your family of odorless and dangerous leaks.
Read More

DL
Donna LaPointe
Office Associate
JM
Jen Montemayor
Customer Service Representative
JB
Julie Barbieri
Multiple Line Representative
LA
Laurie Allen
Multiple Line Representative
MA
Margaret Azouz
Office Associate
MM
Misael Montemayor
Multiple Line Representative
TJ
Terri Jones
Receptionist