Our Team

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Daniel Stephen
President

Our firm coordinates property and casualty insurance, commercial liability, disability insurance, legal counsel, life insurance, tax accounting, retirement savings, real estate, and banking relationships.

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Russell Little
Partner

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Isaac Siddiqui
Vice President

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John Hoelzer
Partner/West Palm Beach

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Steven Kibbel
Certified Financial Planner

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Michael Mercurio
Vice President

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Brad Meshell
VP of Client Affairs