About Jim & Michelle
Michelle and Jim have been married for 25 years and have raised two sons, Zach & Josh of whom they are very proud. As a family they’ve been dedicated savers, investors, and have embraced the protection provided by insurance, allowing them to fulfill a philosophy of abundance. Giving, Loving & Living.
Michelle is the heart & soul of the practice providing compassionate customer care and support for over two decades. She appreciates the dynamic nature of people’s lives and instinctively celebrates people’s successes while providing solace during life’s challenges. Michelle’s years of experience have enabled her to build relationships at the institutions who custody wealth and issue insurance enabling her to respond to the changes in customers lives in a timely & efficient manner.
Michelle is a graduate of Towson University, a first degree blackbelt practitioner in the art of Kung Fu, and a dedicated community volunteer. Her volunteerism includes service with the Junior League of Greater Orlando, Orange County Teen Court, the Boy Scouts of America, and support in several conservation efforts.
As the technician, Jim has worked with families and business owners since 1993, helping them plan for the future, save & invest wealth, and protect the ones they love. He’s made contributions as a financial author and speaker with articles appearing in national publications like Newsweek, Advisor Today, and Life Insurance Selling Magazine. Jim has been a featured speaker at the National Association of Insurance and Financial Advisors National Conference and the DI & LTC Insurers’ Forum sponsored by the Society of Actuaries and the Life Insurance Market Research Association. He has also appeared as a financial professional on the American College’s Wealth Channel.
In 2010 he received a realLIFEstories Client Service Award from the LIFE Foundation. Jim is a life and qualifying member of the Million Dollar Round Table and has been recognized 16 times as a NAIFA National Quality Award Winner. Like Michelle, Jim has volunteered extensively with the Boy Scouts of America and several conservation organizations.
Jim graduated from the University of Central Florida in Orlando, Florida and earned a Masters of Science in Financial Services from the American College in Bryn Mawr, Pennsylvania. He has also earned professional designations as a Certified Financial Planner (CFP®) Professional, a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC) and a Certified Family Business Specialist (CFBS). He also holds the designations Life Underwriter Training Council Fellow (LUTCF), and Certified in Long Term Care (CLTC).