Who We Are

Successfully navigating the life’s obstacles can be daunting at times. Jeff’s experience listening, hard work ethic and the due diligence he always puts into negotiating the curveball’s life can throw at you, is instrumental to his client’s success. Strategizing everything from your Personal Insurance and Business Insurance needs together with College Funding Strategies, Retirement Building and Asset Protection Strategies and Legacy Transfers, the commitment, service, integrity and value he provides to your success is unmatched.
Jeff has been a South Florida native for over 25 years after moving from New York. Together with his beautiful wife for over 20 years, they have an amazing daughter and a dog that rescued them all.

Brennan Nelson is a licensed insurance professional with Doctors Benefits based out of Ft. Lauderdale, FL. Brennan takes pride in getting to know each client so that he can understand their individual needs and what matters most to them. This helps him recommend products and strategies designed to meet their current needs, and more importantly, future needs. When working with clients Brennan is committed to providing them with the resources and information they need to make the financial decisions that will make their financial future as successful as they need it to be.
When Brennan is not working, he is spending time with his wife Lindsey, working out, reading, or exploring the outdoors.

Joe is an insurance specialist who works mainly with physicians, attorneys, and business owners to help them protect themselves, their families, and their income. As an insurance specialist, Joe’s main goal is to help his clients make well-informed decisions on which products are right for them. He does a great job of simplifying things and making the process seamless. Joe is very passionate about what he does because he knows the impact that it can have on his clients’ lives.  Joe holds a Bachelor’s degree in Integrated Business from the University of Central Florida.  In his free time, you can find Joe on the golf course or spending time with his family.

Ivanhoe has a strong financial background as a result of many years of exposure to the financial world. He started his career as an accountant when he was 20 years old. Three years later he was given the opportunity to work for a publishing house in Miami, where he oversaw more than 40 bookstores across Latin America as a financial consultant.  In 2014, he decided to take the leap into the financial industry, and since then, has been advising medical professionals and business owners on how to best plan for retirement, protect their business assets, and protect their families from unexpected life events, and simultaneously assisting them in making better financial decisions in order to get them closer to reaching their goals. Born and raised in Costa Rica, he now live in beautiful South Florida with his two precious daughters, and cater to clients all throughout the United States.

Alexander is a licensed insurance professional who resides in Cape May County New Jersey.   Through his experience as an active trader, he has learned that wealth protection is the first step to sustainable wealth creation.   Alexander specializes in Life Insurance products that can help his clients achieve financial flexibility and protection for their family.  He will work with you and help you understand which types of products best apply to your financial and life goals.

Alexander lives with his wife Ashlee, their son Owen and two dogs, Finnegan and Sawyer.  When he’s not working, he enjoys the simple things in life like a morning coffee, splitting firewood, and working in his yard.

Paul is an insurance broker based in Southern California, who first and foremost is passionate about helping his clients. He was first drawn to this field because of the ability to assist people in such an important part of life, and prides himself on being both professional and personable. He is a state approved licensed professional with the ability to help people across multiple states. He specializes in retirement planning, private pensions, income protection, mortgage protection, disability income, long term care, cash accumulation, wealth transfer, plus all life insurance policies, including term, universal life and whole life.

He is originally from England, and moved to the US several years ago after meeting his wife. They love traveling together, hiking all the beautiful local trails, and trying new restaurants. They have also recently added a new dog to their family, and are loving having a friendly, adorable addition!

Paul is on a personal mission to help as many people as possible. He works with people from all walks of life, all age groups, and who work within all occupations. A big rule of his is “safety first”. Paul’s philosophy means that all of his clients keep their hard earned money safe, and not one has ever lost money in a market downturn. It can be hard to recover from a market loss, we’ve all heard of those stories. Paul helps you avoid that as the very first step in your retirement planning or any other cash accumulation plans.

Nick is a proud member of the Doctors Benefits team who is originally from New York and brings a genuine approach to his clients and peers. Graduating with a Bachelors Degree in Business Management, Nick started out as a NCAA Division II Athlete while maintaining a full time insurance practice by curating unique insurance solutions to professionals.

Nick has been effective in servicing a wide range of professionals in industries including private aviation. He has been passionate about building working relationships with clients as well as other financial professionals and has seen the power of having a sound plan for the future from the wide range of industries he has been apart of.

Jim was raised in Palm Beach, Florida and family has always been a strong core value. He always understood the importance of his word and when he commits to something, he gives it his complete time and attention. His determination has been shown throughout his years of playing football at a high level. He attended junior college in Kansas, then gained a bachelor’s while playing football at the University of Texas at San Antonio, and finally pursued his master’s degree at the University of Rhode Island. Throughout his years of travel, Jim has built relationships and learned from different cultures and environments giving him the ability to work with different minds and people all around the world.  After 5 years of collegiate athletics, Jim entered the financial services industry at young age.  After seeing the importance of what this industry has to offer by changing people’s lives in a good way, he has never turned back.

 Joshua Vizcaino is well known to be a problem solver, being the youngest of three siblings taught him how to navigate strategically and work smarter when encountering issues. Mr. Vizcaino is registered and appointed to offer Life Insurance, Annuities and Disability Insurance. Holding himself to the highest of standards and always putting the client first is the most important obligation Joshua feels he has.

In addition to the passion Mr. Vizcaino exhibits daily in his professional life, he also enjoys volunteering with the Miami Coalition Against Breed Specific Legislation (MCABSL) where they fight for animals rights and help them escape euthanization. Joshua has been involved since 2009, setting up events, helping collect donations and even protesting when needed.

Born and raised in Miami, Joshua serves both the American and Hispanic communities with tremendous passion. He believes in having a real relationship with the client before completing a business transaction and strives to better everyone around him daily.