Jeff is a Tampa native, insurance advisor, and vice president of his family business. He focuses on providing life, disability income and long-term care insurance policies for individuals and families.
Prior to his role at Insurance and Trust, Jeff worked in higher education at the University of North Dakota, Ferris State University and Virginia Tech. He graduated from the University of Florida with a Bachelor of Science, and received his Master’s Degree from the University of North Dakota.
Jeff is actively involved in the National Association of Insurance and Financial Advisors (NAIFA) through its Board of Directors, the Greater Tampa Chamber of Commerce, the Centre Club, Hillels of the Florida Suncoast, and Instruments of Change. He and his wife, Cara, and their dog, Bailee, reside in Tampa.
Jeff often is sought out to provide workshops and seminars in the areas of:
- Insurance Needs of the Business Owner
- The Value of Life Insurance
- Why Long-Term Care is Important
- Identifying Common Gaps in Insurance Coverage
Jennifer is a lifelong resident of Tampa, FL. Upon obtaining her degree in Finance, she began her career as a Property and Casualty Agent and eventually transitioned into Financial Services. Having quickly identified her keen eye for talent and was asked to become part of the leadership team at two different financial services firms. For the previous three years she worked as the Recruiting Director for the South Tampa Financial Group, and was instrumental in making that firm the 2013 New Agency of the Year for Guardian. Jennifer decided to leave South Tampa Financial, because she missed working directly with her clients and helping them achieve their risk management and financial goals. Jennifer decided to work with a family run agency because their values lined up with her own guiding principles.
Jennifer is a people person who prides herself on being a resource for individuals and professionals. She spends quality time with each of her clients to make sure that there unique needs are met, their goals are achieved, and no gaps in coverage exist. Jennifer is excited to partner with Insurance and Trust to help and grow the agency into the premier boutique firm in the Tampa area.
Jennifer is very active in National Association of Insurance and Financial Advisors –Tampa Chapter President 2015-2016, and currently sits on the State Board. She is also currently a board member for the Community Charter School for Excellence and member of the Board of Directors for the Children’s Cancer Center. In her spare time Jennifer loves to travel and spend time with her extensive family and friends who live in the Bay Area.
Director of Operations
Cathy was born in Miami, Florida and grew up in Atlanta, Georgia. She attended Kennesaw State University. After briefly living in Cleveland, Ohio and Newton, New Jersey, Cathy called Tampa home in 1984. Cathy’s administrative, organizational and technology skills were first used in developing and training on nursing assessment and staffing systems. Before joining Insurance and Trust, Cathy was the Director of Admissions for Hillel Academy for 16 years. Cathy has held board positions for local no profit organizations and comes to IAT with a wealth of customer service, organizational and administrative knowledge.
Linda is a Tampa native. She graduated from the University of South Florida with a Bachelor of Science in Finance. She began her career at Mortgage Banking. While raising her two daughters, she worked part-time in the legal field.
Through the referral of a client and friend, Linda joined the IAT team as Office Manager. She also manages bookkeeping activities.
Born in Rome, Italy, Isabella has lived in Tampa since 1988. She received her Bachelor of Science in Tourism Management from the University of the Philippines.
Upon moving to Tampa, she managed Benetton in Hyde Park Village. She oversaw training for managers and the sales team. She later was a manager trainee for First Florida Bank. She was the Operations Manager of several retail branches for three years. After the bank’s merger with Barnett, Isabella began her Property and Casualty career at USAA. There she learned all personal lines of business.
Isabella joined the IAT team after staying home with her children for ten years. She loves to travel, visit family in Italy, take her family to the beach, and volunteer at school.
Customer service representative
Heather is a Tampa native who comes to us with over 15 years of Property and Casualty experience.
Customer service representative
Jaime is a Tampa native and has a BA from University of South Florida. She is the core of our so called “Art Department”, She makes sure our wallets and social media is different and always growing.
Jonah is a University of South Florida Student.