Southeast Benefit Consultants

Hana Financial Group in Ponte Vedra Beach, FL, is a comprehensive wealth consulting firm dedicated to providing top-tier financial services. With a client-first philosophy, they specialize in crafting customized plans to help individuals achieve their financial objectives, from retirement income coordination to estate planning. Utilizing a team approach and strategic affiliations with legal and tax professionals, Hana Financial Group ensures that clients receive expert guidance in navigating the ever-evolving landscape of the financial and insurance industries. Through extensive continuing education programs, they strive to meet all financial needs and make their clients' financial goals a reality.Generated from the website

I've spent many years representing several of the national captive property and casualty insurance companies, but representing HealthMarkets makes it possible for me to help and protect many more people since we are a full-scale brokerage that will have a solution for anyone that needs assistance since we aren't held captive to just one company and one option. Finding and working with a company that shares the same values as I have was extremely important to me. You know when you're working with a HealthMarkets agent that: 1. You aren't going to be sold something you don't need. 2. We only make recommendations that are in the best interest of the client. 3. We respect everyone's budget and individualized needs. 4. We want to educate the client throughout the entire process and make the client as informed as possible. 5. You'll be working with a partner that leads the industry with implementing cutting-edge technology to make doing business with us as easy as possible. This is why I have chosen HealthMarkets. By doing everything mentioned above, we've earned the trust and respect needed to develop and foster strong relationships with our customers, businesses, and communities we serve. So you can get to know me a little better...I grew up just outside of Boston in the town of Braintree, MA and my parents still live in the same house to this very day. My professional career began in the golf industry when I graduated from Coastal Carolina University (Conway, SC) with a bachelors degree in Business Administration with a specialization in Professional Golf Management. I was elected to the Professional Golfers Association of America shortly after graduation in 2006. I still keep my professional status active with that organization, but after many years of dedicated service to the golf industry (as a club professional and then as a Tournament Operations Specialist for the PGA TOUR), I decided to make a career change into the world of insurance. Why? Because when I moved to Florida in 2009, I quickly realized how uninformed and under-protected most people are with their personal insurance here. I simply wanted to make a difference and protect my fellow friends, neighbors, and relatives so they won't fall victim to avoidable financially devastating events, such as not having proper health insurance, supplemental coverage or life insurance. Plus, I felt like there was an overall need for someone that could simplify these complicated items, as well as Medicare, and explain them to people in easy-to-understand ways. If you're one of these people, please give me a call and I'll be more than happy to assist. I look forward to getting to know 'your story' and protecting you and your family for many years to come.

I’ve gotten to know many local families as an Allstate agent in Jacksonville. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the choices that meet your needs. I'm committed to helping Jacksonville residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Jacksonville today.