Welcome:

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I have been working in the insurance & annuity industry for almost 20 years now.  For well over 10 years my focus has been assisting fellow educators in Santa Rosa County to set up TSAs and assist with DROP, Bencor, and 401k Rollovers.

I am a teacher in Santa Rosa County and am available after 2:30 each day (and into the evening and on weekends) to assist you with TSA, DROP, Rollovers, IRAs, Roth, etc.