Our Associates

We are a  team of experienced professionals committed to delivering quality service and guidance. We look forward to earning your confidence.

Dave Montgomery
Managing Director
Orlando, FL

Roy Levine JR., JD
Agency Recruiting Director
Orlando, FL

Christopher M. Kmetz
Agency Training Director
Financial Planner
Orlando, FL

Jim F. Kauchak
Operations Manager
Orlando, FL

Charles (Chuck) Krsek
Agency Sales Director
Financial Planner
Wealth Solutions of Central FL
Ocala, FL

Darrin M. Williams
Agency Sales Director
Wealth Solutions of Central FL
Ocala, FL

John R. Bentubo,Jr.
Agency Sales Director
Orlando, FL

Preston Bellaire
Agency Sales Director
Orlando, FL

Timothy Conti
Product Manager
Wealth Solutions of Central FL
Lakeland, FL

David J. Peckham
Agency Sales Director
Orlando, FL