Brian W. Baacke 

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. 
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You can reach Brian at 941.907.4300 or by email at [email protected].

Karin Botelho ​

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.
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You can reach Karin at 941.400.7356 or by email at [email protected].

Bret A. Fuller

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.
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You can reach Bret at 941.914.2770 or by email at [email protected].

Crystal Sudbury

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.

You can reach Crystal at 941-907-4300 or by email at [email protected].

Kelli Soukup

​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.

Kelli is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future. You can reach Kelli at 941-907-4300 or by email at [email protected].

Lisa Henning

Lisa has been a licensed life and health insurance agent since 2010 working the first 5 years in South Carolina and the last 6 years in Florida. Lisa’s time working in a doctor’s office led her to getting her certificate with The Corporation for Long-Term Care Certification (CLTC) to better understand how she can help her clients with Long-Term Care options.

While Lisa specializes in Medicare, she can help you with your life insurance, dental, vision, Long-Term Care and more. She understands how all the facets of retirement work together. Lisa can help you with your retirement planning, how to maximize your Social Security, tax strategies and more.

Lisa is excited at the opportunity to work with you and is eager to talk about how she can help you plan for your future. You can reach Lisa at 941-960-6630 or at the office at 941-907-4300 and by email [email protected].