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Our History

Accumulating Industry Experience 

Alex, Nicole, Amaris, Daniel, and John join the industry offering clients help since 2008. 

Our Team

The strong foundations of our agency are rooted in client education, transparency, and comprehensive financial planning

Nicole Granakos

I have worked in the Financial Services industry since 2008, in various capacities. My objective is to educate and help my clients reach their financial goals by putting them in the drivers seat.

 

As a registered representative, I enjoy learning about new products and ideas to help my clients continue to reach their goals. When I'm not working, I am on the field with my daughter practicing and playing softball. Also as a local coach of girls softball I enjoy giving back and serving the community I grew up in.

NicoleGranakos

Alex Utsey

I have worked in the Financial Services Industry since 2015. I have built a business based on holistic financial planning for families, individuals, and business owners in the Central Florida area. I focus on utilizing joint work bringing all types of experience to our clients' in order to achieve their specific and measurable goals. I operate out of a private office in the Lake Mary community.

My wife Jennnifer and I were blessed with a son Xander in December of 2022 and we have two dogs living in Sanford, FL. 

 

  • Prudential Senior of the Year 2019

AlexUtsey
JohnBecker

John Becker
MBA, CMFC®

In working in the financial industry since 2011, I provide assistance on a range of financial issues from evaluating insurance needs to helping clients grow their assets. I have experience in building and maintaining close client relationships, founded on the basis of trust, respect and integrity. 

I work tirelessly to help my clients achieve their goals. In my professional and personal life, I am often found in the Space Coast area where I reside and am raising my two young daughters. 

  • Forbes Magazine List of America's Top Financial Security Professionals 2021

  • Forbes Best In State Financial Security Professionals 2022

  • MDRT Top of the Table 2021 & 2022

  • Member, Million Dollar Round Table 2013 - 2022

  • Prudential Junior Advisor of the Year 2014

DanielPolon

Daniel Polón
CFA®

My financial career began in 1996, in Toronto, Canada at Berkshire Securities Inc. Moving from Canada to the United States in 1999 provided me the opportunity to fulfill a dream, by making a significant investment in the lives of others less fortunate by serving in local organizations with my time and talents.

As a Financial Planner, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets.

Amaris Turner 
MBA

I have worked in the Financial Services Industry since 1998 in various capacities including banking, insurance, investments, and financial planning. Originally from Michigan, I am proud to have helped clients in the Central Florida area achieve their financial goals over the past 25 years.

As a Financial Planner, I am dedicated to helping families, individuals, and small business owners with financial strategies that protect and seek to help grow their assets. I focus on building strong client relationships and providing financial education to help mitigate the risks that may disrupt their financial plan.

When I am not helping my clients, I am spending quality time with my husband of 24 years and four children. We enjoy giving back to our community by volunteering at our local church and school, various sports activities, and travel.

  • Prudential Junior Advisor of the Year 2022

  • Prudential Masters Council Gold Member

AmarisTurner

Support Staff

Louise Boivin
P&C Specialist

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