Robert Leone, Chief Executive Officer Robert began his career in the insurance and financial services industry in 1995 after graduating from the University of South Florida with a bachelor’s degree in accounting. After a few years of working as a Prudential...
Gus Gotsis, President Originally from Rochester, N.Y., Gus came to Tampa to attend the University of South Florida. After graduating in 1995 with a degree in accounting, he entered the financial arena working for Prudential. In 1997, he took the knowledge gained in...
Paul O’Grady, Vice President A University of South Florida graduate like his business partners, Paul entered into the insurance industry in 2001 as an agent with Northwestern Mutual. In 2003, he became an independent advisor and started his own insurance advisory...
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