Business Name
Hart & Hart Financial Services
Profession
Licensed Agent with New York Life
Address
2555 Porter Lakes Dr. Suite 101
Sarasota, Fl 34240
Phone Numbers
(941) 961-2914
(941)355-6646
Years in this Business
54
Previous Types of Jobs
Just about everything in restaurant.
Pets
We adopted Ollie from the humane society
Hobbies
Golf, Fishing, Hunting, Camping, anything outside. Playing guitar and cooking!
Activities of Interest
Same as hobbies
City of Residence/How Long
33
My burning desire is to...
Help people make good financial decisions as they prepare for and transition into retirement.
Something no one knows about me...
I've always wanted to be a teacher, and still do.... This career allows me teach my clients, so that helps.
My key to success...
Kindness, integrity, persistence
Goals
Short term: To be a new York like council agent every year.
Long term: To be a snow bird and use seasons as verbs. I want to "Summer" in Kentucky on a farm we will buy.
Accomplishments
Graduating from University of South Florida with Bachelor of Science in Finance.
Hiking 742 miles on the Appilachian Trail (New York to Maine)
Interests
My family, fishing, hunting, ultimate Frisbee, cooking
Last 10 Customers
My family, fishing, hunting, ultimate Frisbee, cooking
