Products don’t make us, our team does.

Unit Manager

Paulette, a dedicated mother and grandmother, maintains a bustling schedule, juggling family responsibilities, her local church group, and various community activities. She actively participates in networking events and even conducts her own classes, educating the community about insurance options and planning.

Regional Director

Nick, a devoted family man, has been married to his wife, Lisa, for 25 years. Together, they have a son and a daughter. Nick places great importance on being involved in his children’s education and actively coaches sports for both their school teams. Nick’s career in the Financial Services industry spans over two decades. As District Sales Manager, he has consistently led his office to the top of the region for several years. His team has successfully developed and implemented top sales practices and exceptional client services. Nick continues to nurture and expand his Ormond Office into a hardworking and highly successful sales team.

Unit Manager

Joe Barreiro, a dedicated father and seasoned retirement planning professional, adeptly employs financial and insurance solutions to assist clients in overcoming the intricate challenges of retirement. As the unit sales manager at the Ormond branch, he leads a team of experts who champion collaborative solutions, swiftly and effectively addressing client needs. A resident of Volusia County since 2000, Joe’s degree in Psychology from Macon State University equips him with the ability to establish strong client relationships through empathy and personalized guidance.