There are three kinds of money management strategies related to the wealth accumulation process. Understanding how these strategies interact with each other and how they help or inhibit growth, is crucial to efficient wealth accumulation.Provide your information here to receive a customized Wealth Accumulation consultation.
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.
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.
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.
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.
Marc G. Sigel, ChFC®, AEP, Managing Partner, Financial Advisor, has been in the financial services industry since 1992, when he graduated Boston University with a degree in Finance.
Marc has been an accomplished course instructor for the Financial Strategies for Successful Retirement Course presented to numerous corporations and organizations throughout South Florida, while having his personal work published by Financial Planning Magazine.
Additionally, he has been certified to teach continuing education in the state of Florida to CPAs in certain areas of tax planning for insurance products. A two time past president of the Society of Financial Service professionals in Broward, Marc is also a member of the Boca Raton chapter of the Estate Planning Council.
Originally from Massachusetts, Marc now resides in Boca Raton Florida with his wife Beth and son, Seth. Marc is a proud member of Redsox Nation, and enjoys exercise and Florida’s gift of year round golf.
Chris Pitera has been in the financial services industry since 1997 where he began his career on Wall Street. Chris’ actual value to his clients is teaching them things they don’t know. He does this by providing a holistic financial experience to those in the medical field. Chris was born in Brooklyn, New York and later attended Penn State University. He relocated to Florida in 2005 shortly after getting married and having his first-born son. Soon thereafter he was blessed with twins.
Chris is a good listener and realizes the importance of doing so. He’ll make sure to understand your goals, wants, needs and offer advice on how to accomplish them.
Chris is an avid runner, foodie and lifestyle coach. During his spare time, he’ll be exercising, running a road race or entertaining friends. He also enjoys giving back to the community by volunteering in local organizations like the South Florida School for Autistic Children and Covenant House.
In the business of helping his clients create steps toward a successful financial future, Pat is a licensed insurance professional based out of Ft. Lauderdale, FL. Pat works with homeowners, business owners, doctors, retirees and individuals with a passion for helping his clients find financial security and success. By creating a plan that is in line with their goals, Pat is able to find the best solutions for his clients.
Born and raised in Cali, Colombia, Ana Zamora was a young Economics college graduate at 19 years old. She started her own business before graduating and when forced to close due to logistics of the city, she decided to take a leap of faith, join her best friend and moved to Sunny South Florida.
20 years later with her job and passion, she is impacting the present and future of everyone she has the chance to engage in a meaningful and honest conversation with. Her clients are open minded and therefore willing to listen and learn how to implement financial ideas that encompass risk management (insurance based) and wealth management (investment based) with the intention of protecting, growing and distributing their assets tax efficiently to maximize them. She is an active philanthropist currently serving in the board of directors of two beautiful nonprofit organizations in Fort Lauderdale FL, H.O.M.E.S Inc and Bowtie Kids. Most recently she became an active member of the Hispanic Business Leaders Coalition.
Nick has been a seasoned insurance Professional in the Financial Services industry for half a decade, and prides himself on creating a holistic, client centric experience for Physicians and Dentists alike. He is extremely personable and realizes the importance of listening to his clients’ financial goals and implementing solutions to achieving them. His educational background stems from a Bachelor’s in Business Administration from the University of Miami , followed by an MBA from Nova Southeastern University and a highly concentrated, MSc in Finance from Florida International University.
Born and raised in Guyana, S.A., Nick is an avid car enthusiast, enjoys fine dining and family time with his wife and twin daughters.
* Nick Lee is only authorized to offer insurance and fixed products
I help my clients plan for the future. I actively expand my network of clients to include families and business professionals throughout Florida. I have been in the Financial Services industry since 2004.
During college, when I had free time over the summers, I usually worked at my father’s offices of Prudential and later Wachovia Securities, where I learned from him. I graduated from the University of Miami (FL) in 2003 with a Bachelor’s degree in Business Administration and a minor degree in Motion Pictures.
I am originally from West Hartford, Connecticut and still have family in Connecticut as well as New York. I have lived in South Florida since 2000 and currently live in Boca Raton with my wife Lauren, daughter Ayel and son Avi. I will work with you and your tax and legal advisers to help you select the most appropriate product solution to suit your specific needs and circumstances.
When I am not helping my clients, I am usually exercising and focusing on a healthy lifestyle with my family.
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Angela joined the Doctors Benefits team in 2020. Angela was raised in metro Atlanta but chose the traveling life and has lived in 10 different states across the US.
She spent time in the US Navy as a weapons handler, and retired from the Federal Aviation Administration as an Air Traffic Controller in 2016. Angela earned her Bachelors of Social Work from Thomas University, graduating with a 4.0 GPA. Angela is a single mom that enjoys spending time with her daughter, Kaleigh, traveling any time an opportunity arises, snuggling her fur-babies, and crafting in her hobby room.
Cecilia spent over 15 years supporting the Subway Restaurant chain with a focus on logistics, supply chain optimization, analytics, and automation. Cecilia hold a Masters Degree in Management Information Science from the University of Florida, a Six Sigma Black Belt, and a certificate for data science and big data analytics from MIT. Cecilia utilizes the latest technology so that Doctors Benefits can operate 100% virtually saving our clients the time of in person meetings. The systems that Cecilia has built and continues to maintain has grown Doctors Benefits into a leader in the industry.
Jared Henig is a licensed insurance professional with Doctors Benefits based out of Ft. Lauderdale, FL. Jared has many years of experience with helping clients through life’s transitions, planning for the future, and navigating unexpected events. His clients include physicians, attorneys, business owners and retirees. His objective is to develop strategies to protect and maximize his client’s wealth. Based on the client’s needs and long-term planning, Jared is able to offer a wide range of products from an assortment of options in the marketplace.
When Jared is not developing a plan for his clients, he enjoys life at home with his wife and two sons. As a family, they enjoy traveling, sports and most outdoor activities.
Doctors Benefits is growing. Check back soon to see our newest agents.
Originally from South Florida, Ryan’s passion for financial planning began at a young age. After completing his Bachelor of Economics degree at the University of Florida, Ryan decided to further his professional education on top of gaining industry experience. Through enrolling at the College for Financial Planning, he holds the CRPC® designation (Chartered Retirement Planning Counselor), which helped him discover his passion for helping people plan for both the accumulation and distribution phases of retirement. He thoroughly enjoys working with people that have as creative of a mindset as he does!
In his downtime, Ryan is an avid traveler, enjoys fine dining, and occasionally plays golf (don’t forget Topgolf)!
Gianna joined Doctors Benefits in 2017. She handles client appointments, case management, and customer service. She is instrumental in the daily operations of this organization.
Gianna enjoys spending time with her husband Rafael and their daughter.
Laurel brings her experience in corporate accounting to the Doctors Benefit team. She is a Certified Public Accountant and a licensed insurance agent. She was born and raised in the beautiful state of New Jersey, then attended Grove City College in Pennsylvania where she met her husband, Emmanuel. Laurel loves to travel, cook, craft, and spend time with the new addition to the family, her daughter Eloise.
Tyler Lewis is a licensed insurance professional with lines of authority in life and health. Rather than working for any one provider of insurance, Tyler chooses to work for his clients. He does this by forgoing any benefits associated with working directly for the carriers, doing the leg work himself, and remaining open to the choices he has for his clients, their families, and their businesses.
Tyler is married to his wife Hailey and has 3 children. He serves as a reservist in the Navy and completed an active duty tour overseas for most of 2019.
Emmanuel’s goal is to help his clients navigate the confusing path toward financial stability. He and his team strive to understand each client’s unique financial situation from every angle. This enables him to provide the best possible services, information, and products necessary to meet the client’s specific goals.
Emmanuel was born in Brooklyn, but has spent most of his life in beautiful South Florida. He attended college in Grove City, Pennsylvania, where he met his wife. Emmanuel earned his MBA at the Wayne Huizenga School of Business in Davie, Florida. He enjoys spending time with his wife, Laurel, and his daughter, Eloise. He also enjoys helping his clients protect their retirement funds and hard-earned savings.
Preparing for that next step in life isn’t always easy. Brian has a combination of experience, professionalism, and access to a wide variety of products and services; together, these can help you meet your financial goals, estate strategies and insurance needs. Whether your goals are to prepare for milestone life events like retirement or simply to find life insurance, disability income, or long-term care insurance protection, he’ll provide the highest level of attention, insight and capability.
Brian holds a Bachelor’s Degree in Business Administration from the Wayne Huizenga School of Business at Nova Southeastern University. He served 8 years in the U.S. Coast Guard prior to entering the financial services industry. Brian is married to his wife Cecilia and has two sons; Domenick and Benjamin.
