Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Chase Borganelli
Chase Borganelli is a dedicated financial advisor based in Pensacola, FL, specializing in insurance, retirement planning, and investment strategy. With a commitment to always acting in the best interest of clients, Chase focuses on...
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JoAnn Murphy
JoAnn was born and raised in Iowa on a family farm. She is one of 8 children. It was here that she learned the value of hard work, commitment, and family values. When her husband retired from the Navy, they decided to call Pensacola...
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Michael Durden
Mike has proudly served clients in the financial services industry for more than 14 years. A lifelong Pensacola resident, he has deep roots in the community and a genuine passion for helping individuals and families find solutions that...
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Stacy Perkins
Stacy has been working in the retirement and financial planning industry for over 10 years. Stacy was born in Pensacola and attended Pensacola State and Troy State University. Stacy served his community for over a decade as a Deputy...
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Tiffany Sullivan
Tiffany has been practicing law in the Pensacola area for over 20 years. She obtained her law degree from the University of Florida in 2003. For most of her career, she has focused on Estate Planning and Business Development. In 2014,...
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Danielle Ernst
Danielle was born and raised in Ohio before making Pensacola, Florida, her home 25 years ago. As a life insurance agent, Danielle brings her caring heart, strong personal values, and genuine passion for helping others into everything...
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Shelly M. Parks, MSC
Shelly M. Parks, MSC, is a Licensed Financial Associate and Insurance Specialist based in Pensacola, Florida. Through REAL Solutions LLC, she provides Medicare education, retirement income planning, and financial strategy services...
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Toby Downing
Toby Downing is a passionate life insurance agent who takes great pride in helping people protect what matters most. For Toby, being in the life insurance business is about much more than selling a policy—it’s about educating his...
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