Meet the Team
We specialize in helping retirees have a retirement they can be confident in. To do so, we offer comprehensive financial services specialized towards those in or approaching retirement. Our services include Medicare supplements, both individual and group, life insurance, retirement income planning, wealth management, tax minimization planning, long term care and legacy planning.
Our Team
Meet the professionals behind our company.
Since 2002, we have been helping Floridians navigate the challenges and complexities of retirement planning. We specialize in helping retirees live a retirement they can be confident in without having to worry about running out of money, claiming Social Security at the wrong age, overpaying in taxes or making an irreversible mistake in the retirement planning process.
By working with people of all ages, our goal is to be a full-service company for you and your family. We also offer personalized insurance services including Medicare supplements, both individual and group, life insurance, long term care insurance, both individual and group, and dental plans.
Work with Someone Who is Dedicated
Working with someone you were referred to is all about confidence— confidence in your friend’s opinion, confidence in the service provider’s reputation and confidence they can do the same for you. And, as consumers, we seek out those service providers our family, friends, colleagues, and neighbors have recommended, based on their experiences, before blindly choosing.
At Baacke Insurance & Financial Services, we are proud to say most of our business comes from referrals from satisfied customers. We work hard to keep our clients satisfied, and continually build upon those relationships, so the referrals mean a lot to us.
If you want to work with someone who is dedicated to helping you with planning for retirement, contact us today. We look forward to meeting you.
Brian W. Baacke
Founder, President & Financial Advisor
FEP Volunteer Educator
Brian has been serving the people of Florida with his life and health insurance licenses since 2002. In addition, Brian is securities and advisory registered. He is a lifetime member of The Corporation for Long-Term Care Certification (CLTC) since 2005 and has been working with, employer groups and associations offering Group Medicare Supplements. Brian has received extensive training on income maximization and Social Security strategies, and uses his knowledge daily to help clients maximize their lifetime benefits. Because of Brian’s exceptional professional knowledge, strict ethical conduct and outstanding client service, Brian has qualified as a top producer with the Premier Association for Financial Professionals®, the Million Dollar Round Table, multiple times. Brian is a graduate of Purdue University and is excited to see how he can apply his talents to your unique situation.
Brian Baacke is also an Educator with Financial Education Partnership, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
The Financial Education Partnership (FEP) is a 501(c)(3) nonprofit organization dedicated to providing free educational resources to the public. Founded as a result of an urgent need to eliminate financial illiteracy, FEP has helped thousands of individuals become more fiscally fit by understanding financial pitfalls that they may encounter in their everyday lives.
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Karin Botelho
Financial Advisor & Licensed Insurance Agent
FEP Volunteer Educator
Karin is a fully licensed life and health insurance agent, as well as a registered rep and investment advisor representative in Florida. Her certifications include a finance degree from the University of South Florida, a Certified Employee Benefits Specialist designation from the Wharton School of the University of Pennsylvania and a Series 7 and Series 66 certification from the Financial Industry Regulatory Authority and the North American Securities Administrators Association, all of which allow her to offer highly personalized and comprehensive retirement income plans to her clients through the use of securities- and insurance-based products.
Karin began her career in the finance industry by focusing on retirement income planning, and spent 11 years working in employee benefits with a focus on self-insured health plans and retirement. Karin is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future.
Crystal Sudbury
Licensed Insurance Agent
FEP Volunteer Educator
Crystal is a fully licensed life and health insurance agent in Florida. She has over 16 years of experience serving the needs of clients in Senior Living communities across Florida. During her time in that career she was focused on increasing facility standards and resident satisfaction as well as developing and implementing training programs for other facilities. This career path gives Crystal unique insights to the challenges faced as people age and the creative solutions that can be developed to allow for the best possible retirement.
Kelli Soukup
Licensed Insurance Agent
FEP Volunteer Educator
Kelli is a fully licensed life and health insurance agent in Florida. Her passions include assisting people with their Medicare and other insurance needs as well as tax and social security strategies to maximize their retirement. Kelli has received training on the Retirement Analyzer program, a robust financial planning software. Kelli received her Bachelor Degree in Business from the University of Central Florida.
In her free time, Kelli enjoys spending time with her husband Christian and their two daughters. Kelli loves cooking, boating, music, traveling and antique shopping.
Bret A. Fuller
Licensed Insurance Agent
FEP Volunteer Educator
Bret has been a licensed insurance agent in Florida since 2008. Experienced with Medicare options, life insurance, annuities and long-term care, Bret has also received training on Social Security and income maximization strategies. He is dedicated to putting his specialties to use for his clients and looks forward to talking with you.
Vickie Giallombardo
Front Office Administrator
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© 2023 All Rights Reserved | Baacke Insurance & Financial Services
7261 Delainey Ct, Sarasota, FL 34240
Brian Baacke & Karin Botelho offer Securities and Advisory Services through CreativeOne Securities, LLC Member
FINRA/SIPC and an investment advisor. Baacke Insurance & Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.