Laura graduated from S.I. Newhouse School of Public Communications at Syracuse University. She entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education Director at the Little Palm Family Theater in Boca Raton, FL for many years. When Laura moved to Connecticut with her family, she made a career change into the fitness industry. She pursued several certifications in health and wellness, including nutrition and herbalism. Laura worked with Michael in the Financial Services industry for several years while her children were young. Laura is excited to be back in the financial world. She finds it surprisingly creative and enjoys working one-on-one with our wonderful clients. She still has a passion for wellness and exercise and loves to practice yoga in her free time. Her motto is “There are no problems only solutions!”

About Nadine Perez, CFF® RFC® CLTC® RSSA®

Certified Financial Fiduciary / Registered Financial Consultant

Social Security Analyst / Certified Long Term Care Specialist

Independent Medicare, Health & Life Insurance Broker

Nadine has been providing insurance and retirement planning income and tax minimizing strategies to individuals and families throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.

Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Social Security and Taxes is a retirement problem, Health coverage and understanding Medicare and the associated costs is a retirement problem; making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Learn More: https://nbpinsuranceservices.com/

NBP Insurance & Financial Services

6290 Summer Sky Lane

Greenacres FL 33463

561-594-9758 or 407-595-9298 cell

email: nadine.perez@msn.com

Blaine Johnson is an agent with New York Life Insurance Company, a member agent with The Nautilus Group®, a service of New York Life, and a financial professional with nearly a decade of industry experience. He specializes in providing financial and insurance services for professionals and business owners. By focusing on a particular clientele, he can provide a customized approach that responds directly to the specific needs of clients.

Passionate about education, Blaine is a Life Underwriter Training Council Fellow (LUTCF®) and holds the Certified Long-Term Care designation (CLTC®). As a LUTCF®, he has a thorough understanding of the insurance industry and how it can impact and integrate with his clients’ financial strategies. With the CLTC® designation, he is highly trained in long-term care and the intricacies that go into long-term care planning. In helping you solve your needs, he works closely with other professionals, including elder law attorneys. Blaine also holds a Bachelor’s degree from California State University of Chico and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

A native Northern Californian, Blaine currently resides in Roseville and works with clients throughout Sacramento and the Bay Area, as well as Southern California, Arizona, Nevada, and Washington. He is a loyal fan of the San Francisco 49’ers and the San Francisco Giants, and he supports the local non-profit Serotonin Surge.

As a Wealth Advisor for over 25 years, Birds Horton has helped countless hard-working families make sound financial decisions with their nest egg. He holds the CRPC℠ designation from the College of Financial Planning and has passed all the licensing requirements for the Series 7,8, 24, 31, 63 and 65.

As a recent empty nester (pun intended) he and his wife of 27 years, Lizzy, moved from Lake Oconee, Georgia to McLean, Virginia. Birds is an overyly enthusiastic supporter of his alma mater, The University of Tennessee “Go Vols!”. On the weekends you can find Birds out in the community hosting weekly trivia nights, telling stories competitively at TheMoth.org or boating on the Potomac with friends and family.

"Dont wait around for other people to be happy for you. Any happiness you get, you've got to make yourself"

    - Alice Walker (The Color Purple)

Gregory L. Carter serves as Managing Partner for Carter Financial. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant, a Certified Financial Fiduciary, a Certified Estate & Trust Specialist, and a Certified Income Specialist. Greg is a past president of the Atlanta Chapter of the American Financial Educational Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants, the institute of Business and Finance, the National Association of Certified Financial Fiduciaries and the National Association of Insurance and Financial Advisors. 

In addition to his qualifications and affiliations, Greg is an Amazon Best Selling Co-Author of the Make It Matter book project and Co-Host of the Ice Blue Money podcast. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family. 

Meet Rodrigo Gil, a seasoned veteran in the financial realm, boasting over twelve years of dedicated service. Mentored by industry leading figures such as Josh Mellberg, Matt Macyntire, and Tom Hegna, Rodrigo's journey has been one of continuous growth and exceptional achievements. From his humble beginnings as a junior recruiter to rising to National Manager & Coach after two years with JDMellberg to his current role as President of Client Development at UPG, Rodrigo's passion for empowering both retirees and fellow advisors has been unwavering.

Throughout his career, Rodrigo has left an indelible mark on the industry. His strategic vision and leadership have led to remarkable milestones, including facilitating a record-breaking overseeing $3Billion in retirement accounts from his agent distribution, earning prestigious accolades as a top regional marketer, to product designing , and playing a pivotal role in the successful launch of a BBB+ rated annuity carrier, recognized as the #37 fastest-growing independently owned company on the INC 500 list.

Armed with a dual bachelor's degree in Economics and Accounting from the esteemed University of Arizona, coupled with a Green Belt in Six Sigma, National Social Security Advisor & National Certified Financial Fiduciary designation, Rodrigo is widely acknowledged as an expert in advanced case designing and retirement planning. His commitment to excellence extends beyond his personal success; Rodrigo is deeply passionate about helping retirees achieve their financial goals and assisting fellow advisors in honing their skills to become exemplary professionals.

Joining forces with Universal Producers Group in 2021, Rodrigo's mission is clear: to amplify support for his team and clients, ensuring that retirees receive the guidance they need to optimize their retirement plans, maximize net income, minimize taxes, and preserve capital for generations to come. Rodrigo's dedication to mentorship and thought leadership is unparalleled, as he eagerly shares his knowledge and expertise with aspiring advisors, empowering them to deliver exceptional service and make a meaningful impact in the lives of their clients. With Rodrigo by their side, advisors can navigate the complexities of the financial landscape with confidence, knowing that they have a trusted partner committed to their success and the prosperity of their clients

Johnnie has spent over 20 years in the retirement planning industry, helping clients reach their retirement goals and financial protection for their families. He began his financial career in 1999 while working as a youth pastor at his local church. Those early years taught him the importance of listening to what concerns people have, and about the importance of servanthood, by meeting the needs that clients have to the best of his ability. Johnnie was able to grow in his career to work as a manager of financial representatives for offices in Troy and Flint, Michigan as well as South Bend, Indiana. He enjoyed his time developing and training agents at his local offices, as well as classes and seminars throughout the midwest. In 2015, he was fortunate to be able to start his firm, New Heights Financial. He now educates and provide services to meet the needs of his clients. He has had the opportunity to partner with clients to prepare for the unexpected, as well as develop a plan for their retirement years. He strives to put his clients in the best position to enjoy that next chapter in their lives. He is blessed with his wonderful and supportive wife, Kristy and their 4 grown children, and 2 son-in-laws. In 2022 they welcomed their first grandchild to the family. They enjoy their summer camping trips to northern Michigan and their annual trip to Sanibel Island, Florida. Their love, support, and encouragement have helped him be the best he can for his family and clients.