Our Team

A graduate of Jesuit High School, Emory University (BA), and Georgia State University (MBA), Julio is a CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter who has been in the financial services business for over 30 years.

Julio has been the President of The Economic Club of Tampa, DACCO, Inc., The Agents Advisory Council to the Penn Mutual Life Insurance Co., and Palma Ceia Golf and Country Club. He has served as a trustee for the City of Tampa Employees Pension Board and the Presidents Cabinet of Jesuit High School. He enjoys playing golf, riding in convertibles, and watching sporting events with his family.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Michael is a graduate of Davidson College where he played football and baseball. After college, he received a Masters degree in Global Leadership from Fuller in Los Angeles and worked as the General Manager of the non-profit organization Generosity Water. In its first 4 years, the organization raised enough money to fund over 400 clean water projects in developing countries. He moved back to Tampa in 2012 to join his father in the business. Michael is licensed for insurance and securities and is currently studying for his CFP. Michael loves playing sports, watching sunsets, and spending time with his wife Noelle.

Nancy is a graduate from Hillsborough High School where she was valedictorian of her class. She went on to receive her Bachelor's degree from Point Loma Nazarene University in San Diego where she worked as a medical administrative assistant. After college, she moved back to Tampa, married her college sweetheart, and worked as the front office administrator at a large Staffing Firm. Nancy enjoys playing tennis and spending time with her husband Phil.