Our Professionals

Tyler G. Harrelson, CES, CLTC, CFS

Investment Advisor Representative President

(239) 489-0965

Tyler’s practice is very multi-faceted. He practices primarily in the area of business and personal financial consulting, which touches just about everything in life that has anything to do with finances. Due to his broad…

Annette Connie

General Lines (Property & Casualty 220)

(239) 489-0965

License Number P109870 Annette was born and raised in NY and NJ, and relocated with her family to SWFL in the late 90’s, buying her first home in Cape Coral in 2000. She acts as our personal property lines manager, specializing… Bryan Baskin (LNHA)*
Licensed Nursing Home Administrator
Elder Armchair Advisor
Phone:  (239) 489-0084
Cell: (405) 834-9706 Brian’s focus is assisting our senior-aged clients with their decision-making process on the
appropriate care and community selection. Bryan graduated with his bachelor’s degree in
sociology and later attended the University of Oklahoma gerontology scholar program earning
his license in Healthcare Management with a specialty in geriatrics.