Nicole E Stokes, CLTC®, CLU®, ChFC®, M.A., RICP®

Managing Director

My Team

team photo

Nicole and her staff take customer service very seriously. Together, they are committed to providing exceptional customer service to all of her clients.

If you need to schedule an appointment or request any other service, Nicole and her staff always welcome any questions, comments or concerns that you may have, so please feel free to rech out to them and they will gladly respond in a timely manner.

 
Angelina Leonetti

Angelina Leonetti

Chief Marketing Officer
Office 813-875-2005
 
Caroline V. Robles

Caroline V. Robles

Marketing Coordinator
Office 813-875-2005
 

Jamie Monteith

Operations Manager
Office 813-386-4630
 

Shelby Wilson

Supervisor of Client Relationships
Office 813-386-4630
 
 

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