Our Team
Bill Curtis
Karen E. Peyton
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 ass
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
Mark Sher
Karen E. Peyton
Bill Curtis
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 organizatio
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.
Karen E. Peyton
Karen E. Peyton
Karen E. Peyton
Karen has been engaged in the industry for over 20 years. As a highly efficient and qualified Financial Literacy Lead Agent and Trainer. Karen has worn several hats in her lifetime including Certified Life Coach and mentor. She is a lifelong student. She holds a degree in education with a strong interest in solutions, knowledge, and sma
Karen has been engaged in the industry for over 20 years. As a highly efficient and qualified Financial Literacy Lead Agent and Trainer. Karen has worn several hats in her lifetime including Certified Life Coach and mentor. She is a lifelong student. She holds a degree in education with a strong interest in solutions, knowledge, and small businesses.
Something personal about Karen. She is a successful mother of three as well as an enthusiastic grandmother of three. She feels blessed to be in a career that she loves while helping others achieve the same.