We offer multiple insurance and financial services, and our short-term goal is to be a full-service financial firm. We work with dozens of carriers to help our clients with family, personal, and business insurance and financial needs. There’s no cost for a consultation. We offer life, health, property and casualty insurance, as well as annuities, Social Security guidance, retirement planning, and education planning.
I graduated from Purdue University, beginning my college career as an engineering student, but it just didn’t feel right. Because I enjoy building relationships and helping people achieve their goals, I decided instead on a degree in Consumer Financial Counseling and Planning. During my career I have acquired the designations of Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning. Earning those designations required coursework in taxes, retirement planning, estate planning, investments, risk management and other financial subjects.
Over the years, I have worked in several areas of financial services, including insurance, lending, back office of a financial firm, and investment advisor. In 2015, I left the corporate insurance world and decided to go out on my own to give myself the freedom to work strictly in my clients’ best interest, and not in the interest of financial companies or brokerages.
My partner, David DeMarco, who was my supervisor at that time, left shortly after I did and joined me. Several other agents from there have since joined us. Plans are in process to open an office in the DC, Virginia, Maryland area, and in Indiana.
I moved here in 1998 years ago from Indiana, and live in South Venice with my dog, Miss Daisy.
K2 Insurance PLLC/K2 Capital Management PLLC is licensed to do business in Florida, Indiana, Virginia, West Virginia, Maryland, Massachusetts, and Texas.
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333 South Tamiami Trail, Suite 298 Venice Florida 34285 United States