Member Spotlight

Jeremy Cohen from Levi & Associates

Levi & Associates can handle all aspects of your non-qualified employee benefits and health insurance. During our firm’s 20+ years in the benefits business, we have refined a successful system that produces exceptional results. With a team of over 20 professionals, we have been highly effective in enhancing benefit offerings, often while easing the bottom line commitment. Levi & Associates goes above and beyond, providing quality service throughout the year. We can assist you with all phases, from planning to implementation to employee information/education meetings about benefits and wellness.

Levi & Associates Specializes In a Wide Variety Of Plans And Lines Of Coverage.  

•        Group Health Plans

•        Individual Health Plans   

•        Group Long Term and Short Term Disability Plans

•        Group Life and AD&D Insurance Plans

•        Group Dental Insurance Plans

•        Group Vision Insurance Plans

•        Medicare Supplemental Benefits 

Kendra Rhoulhac

INTERIOR DESIGNER 

kendra@interiorsbybrown.com

Kendra Rhoulhac draws inspiration from a myriad of sources. Whether it’s enjoying the outdoors and the elements of nature or experiencing other cultures when she travels, all inspire her to open her mind and spirit to new avenues of creativity. Most para mount in guiding her as she creates interiors is the emotional and kinetic connection between the raw space and the design concept with each new project. With an eye toward clean lines and varying textures, Kendra often turns to soft neutrals with bright pops of color, interiors that marry indoor and outdoor elements, and interior architectural features such as unique millwork and attractive ceiling details.

Kendra graduated with honors and a Bachelor of Science degree in interior design from The Art Institute of Fort Lauderdale and has worked within the design community for more than 10 years. She is an Allied Member of ASID, a LEED AP with a specialty in Green Building Design and Construction, and is also a veteran of the U.S. Army. Kendra especially loves designing kitchens and living rooms, since both are an opportunity for family and friends to gather, entertain and make lasting memories.

Andrew Klich from Raymond James

Andrew Klich specializes in all facets of wealth management including; retirement and financial planning, estate planning, insurance analysis, risk management, investment allocation, as well as strategies for small business owners. While focusing on legacy planning, Andrew works alongside other professionals such as estate planning attorneys and CPA’s. Following his extensive 15 plus years of experience and travels in coaching football at the University of Miami-Florida and the University of North Carolina-Chapel Hill, Andrew transitioned into the role of a Financial Advisor, choosing to help individuals, families, and businesses in developing strategies for the complexities which often accompany substantial prosperity. Andrew creates customized solutions for each clients’ individual needs. Through a combination of Raymond James resources, outside sources and technical expertise, he helps to create personalized solutions for his clients.

Andrew leverages his skills and knowledge by providing the team analysis on investments and portfolios. He uses his skills to identify attractive investment opportunities as well as to help manage portfolio construction. Furthermore, he provides analysis in regards to portfolio review and reporting, an important part of the investment cycle and a key to helping ensure that investment plans are meeting client goals. Additionally, Andrew has focused on serving nonprofit organizations in developing an appropriate Investment Policy Statement, their spending guidelines, asset allocations, and investment manager search and selection decisions.

Andrew holds the Series 7, Series 66 and 2-15 insurance license. He is a graduate of the University of Connecticut and received his Master of Science degree from the University of Miami- Florida. He is a currently enrolled in the prestigious Raymond James Advisor Mastery Program.

Founded in 1962, Florida-based Raymond James (NYSE: RJF) is a publicly traded Fortune 500 diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies in the United States, Canada and overseas. While delivering 123 consecutive quarters of profitability, the firm also maintains an array of affiliated international offices including Warsaw, Paris, Nice, Cannes, Brussels, Buenos Aires, Düsseldorf, Stuttgart, Luxembourg, Geneva, Lausanne and Montevideo. A broker/dealer with more than 10,000 associates worldwide, $790 billion in client assets, and more than 3,100 branch locations, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

Raymond James has access to one of the widest platforms of product choices and account types in our industry with access to over 300 mutual fund families, 51 money managers and 34 insurance carriers. Raymond James was the first in the nation to publish its Client Bill of Rights, setting the standard for the industry. This outstanding performance is credited to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence, and a conservative, long-term approach to investing. With the company’s strong values and Andrew’s goal to individually serve his clients, financial health is serviced with trusted partners committed to your financial well-being. 

Balitek

Balitek Business IT is dedicated to provide best practices in IT solution services to its clients using the latest and greatest technological tools available. No IT opportunity for Balitek is too small or large. Balitek’s goal is to provide a smooth and secured IT infrastructure for its client.

Suzanne Handley from Integrity Merchant Solutions

Suzanne was born in Brooklyn New York and raised in Manhasset, Long Island. There she attended St. Mary’s grammar school and high school. Suzanne continued her studies at U of Dayton, and graduated with a BS degree, with a double major in education and business.

At Integrity Merchant Solutions, we take care of all your credit card processing needs, with your bottom line in mind, not ours.  This is what makes IMS different.  We have no contracts, so we work hard to keep you happy with personal customer service. Let us do a complementary statement analysis for your business, and show you savings.  If you are a new business, start with IMS, and you will never look elsewhere. Integrity is our name,  Integrity is our promise.