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.

Jamie Monteith

Jamie Monteith

Operations Manager
Office 813-386-4630
Angelina Leonetti

Angelina Leonetti

Chief Marketing Officer
Office 813-875-2005

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