Our Team

Danny Gay, AIF®

Founder & President

Joshua Rose, AIF®

Co-Founder & Senior Partner

Brad Doster

Director of Insurance Services

Paige Gay

Chief Marketing Officer

We’d love to talk with you.

CALL US TODAY AT (407) 599-2300 to start a conversation.  Or, If you prefer, click the “Book Now” button below to easily schedule your complimentary 90-minute initial consultation to sit down with our Founder, Danny Gay, AIF®, or Co-Founder, Josh Rose, AIF®.  We have offices in Winter Park, Sarasota, and Jacksonville (or we are happy to speak with you by phone or video conference).