Our Team

Bill Curtis



Bill works with business owners showing them how they can self fund their business.  He educates business owners on why everyone should be in two businesses.  One that creates your revenue and the other the banking business.  As a business owner himself, he understands the importance of recapturing business expenses and the interest associated with those expenses.  You can use these funds for future growth and to supplement retirement.  Contact Bill and change the way you look at your business.  Learn how to become your own banker and change your business and your life forever.

Bill is a graduate of SUNY Farmingdale and SUNY Brockport.  He lives in South Florida

Renato Isaias



Renato loves helping families reach financial security.  He shows those individuals that are motivated and committed to financial freedom how easy it is to completely payoff all their debts including their mortgage in nine years of less without spending any additional money.  He wants them to learn something even better than being debt free.  He wants them to become their own bank.

He has a unique ability to connect with clients because of his experience working the construction business and having to deal with many different individuals each with their personalized goals.  He speaks three languages, English, Portuguese and Spanish.  Renato can show you how you can be sure you will have a great retirement.

Renato lives in South Florida with his wife, Tatiana and his three children, Hayanne, Hayssa and Ryan.

Mark Sher


Mark’s number one concern is doing what is best for his clients, free from any third party influence or conflicts of interest. His consultative approach of listening and gathering pertinent information from his clients is what has led him to be a top industry achiever, including multiple Presidents’ awards from many different organizations. His greatest satisfaction is when he is called by someone he has never met for advice; based on a recommendation from one of the over one thousand individual, families and business owners he has worked with in the past. 

Mark has a Business Degree from the University of Miami, He is a Registered Financial Consultant. He resides in South Florida, has two sons Ian, a 2012 graduate of the Citadel, now an officer proudly serving in the United States Army and Griffin a law student at Tulane.