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.
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.
TBD
TBD
TBD
TBD
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.
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.
