The Team

A.I.I. Financial Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Thom Newcomb

Thom Newcomb

Private Wealth Advisor

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Designations

MBA, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business

Education

MBA, Finance, University of West Florida, Pensacola, FL
CA Insurance #0K36253 AR License #3235490

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Tim McLarty

Tim McLarty

Financial Advisor

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Designations

CMFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies

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Steve Lovoy

Steve Lovoy

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments

Education

University of West Florida, BA Communication Arts

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Alicia Ahern

Alicia Ahern

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

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Hill Turner

Hill Turner

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

B.A. Economics, Business Vanderbilt University 1977

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Kevin Odom

Kevin Odom

Financial Advisor

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Top Areas of Focus

  • Business Retirement Plans
  • Insurance
  • Estate Planning Strategies

Education

University of West Florida 1989, BS in Management, Pensacola FL

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William Wright

William Wright

Associate Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Auburn University-BS Finance

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Jorge Torrens

Jorge Torrens

Financial Advisor

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Top Areas of Focus

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

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Corey D Schaul

Corey D Schaul

Associate Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Bachelor's Degree, Finance, DePaul University, Chicago, IL
CA Insurance #0M12326

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Warren Strauss

Warren Strauss

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management

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Julie Mekhail

Julie Mekhail

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Women's Financial Strategies
  • Estate Planning Strategies

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Marc Breuer

Marc Breuer

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning

Education

B.A. in Accounting, University of South Florida, 1986-1992

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Jeff Conroy

Jeff Conroy

Associate Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies

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Whitney M Streck

Whitney M Streck

Financial Advisor

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Designations

CRC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Education

BS Bachelor of Science, Finance, University of West Florida, Pensacola FL
CA Insurance #0K86243

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Megan Caulfield

Megan Caulfield

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

James Madison University - Bachelors of Science - Engineering Degree 2004

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Our Staff

Sue Torrey

Sue Torrey

Client Service Specialist

Tina Straut

Tina Straut

Paraplanner

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Qualifications

  • Series 7 License
Lisa Johnson

Lisa Johnson

Executive Assistant

Alysa Skiles

Alysa Skiles

Office Manager

Assistant
Marie Saccomanno

Marie Saccomanno

Client Service Specialist

Chrystal Emmite

Chrystal Emmite

Client Service Specialist

Allyse Rolle-Polk

Allyse Rolle-Polk

Marketing Specialist