Lynzi |
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| Lynzi has been a SFS team member since 2013 and she specializes in annuity and life insurance with her 214 license. She runs all of the administrative and client related services and does so with a huge smile. In her free time she enjoys spending time with her “fur-baby” Dozer, her nephew Gauge born in October of 2010, and her niece Bailee Jo born in December of 2019. | ||
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Jessica |
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| Jessica is Jean’s niece and she has been a staple with SFS since 2012. Jessica heads up all event planning as well as coordination of the client newsletters and Hot Topics that go out. Jessica and her husband, Josh, have been married since 2013 and have three children: Samantha born in 2015, JJ born in 2017, and they welcomed Sophie in January 2021. They also have two dogs, Max and Lucy, and a cat, Daisy. | ||
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Virginia |
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| Virginia joined the SFS team in 2024, leveraging over 25 years of extensive experience in small business accounting and bookkeeping. In her vital role as Director of Legacy Planning, she provides compassionate and dedicated support to our clients’ beneficiaries, guiding them through the critical steps following the passing of a loved one. Virginia holds a 215-license specializing in annuity and life insurance and is a certified Notary Public. Her profound personal commitment to the importance of legacy, rooted in her own experience as a mother of three, ensures clients receive empathetic and comprehensive guidance during difficult times. | ||
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Tiffany |
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| Tiffany Meyer joined our team in 2025 as the Director of First Impressions. Tiffany is driven by a genuine love for people and a strong desire to ensure every client feels happy and comfortable. She is passionate about helping people achieve financial stability and security. Outside of the office, Tiffany keeps busy with competitive karaoke and stand-up comedy. She is also an avid pickleball player and spends sunny Florida days on the courts. | ||
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Karina |
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| Karina Joined SFS in 2025 she thrives on delivering meaningful results and creating exceptional experiences for every client. What truly drives Karina is the satisfaction of helping others achieve their goals—whether that means solving complex problems, bringing creative ideas to life, or providing clear, reliable support. With a passion for service and a commitment to continuous improvement, Karina takes pride in going the extra mile to ensure every client feels valued, understood, and completely satisfied. . | ||
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