Financial News

We are proud to announce that our very own Tim Roark was announced as The Education Foundation of Alachua County’s Take Stock in Children program 2020 Mentor of the Year! The Education Foundation writes: The Education Foundation of Alachua County’s Take Stock in Children program is excited to introduce Tim Roark as its 2020 Mentor…

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Junior Achievement of Alachua County is a volunteer-delivered, kindergarten-12th grade focused organization that fosters work-readiness, entrepreneurship and financial literacy skills, and uses experiential learning to inspire students in our community to dream big and reach their potential. Recently Junior Achievement announced they will launch a $500,000 fundraising campaign in Alachua County to bring a JA…

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We are proud to report that our very own WJ Rossi spoke at Million Dollar Round Table’s (MDRT) annual conference last month. MDRT is the Premier Association of Financial Professionals®, and is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies…

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This month’s issue of Business in Greater Gainesville focuses on innovation. WJ Rossi contributed an article with insights about how to prepare for and make a powerful investor pitch. To read “The Anatomy of A Powerful Investor Pitch” please click here.

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