Our Team
Justin Balik
Wealth Insured Co-Founder
Since graduating from UM in 2012, Justin has navigated the financial services industry with finesse. He embarked on his journey as an agent, swiftly progressing to leading and coaching teams. Today, he stands as an esteemed owner within one of the fastest-growing national insurance and retirement agencies. Alongside his wife Sydney, they conduct nationwide training sessions, covering fundamental principles to cutting-edge industry techniques. Justin’s expertise has positively impacted tens of thousands of clients, particularly excelling in managing substantial premium cases for high-net-worth individuals, aiding them in tax minimization strategies.
Sydney Balik
Wealth Insured Co-Founder
Sydney’s insurance journey showcases her dedication to helping others. Starting with her insurance license right out of high school, she excelled in door-to-door sales, which led to becoming a top producer. Recognizing the significance of financial literacy, Sydney not only excelled in her own career but also leveraged her leadership skills to train agents nationwide. With her husband Justin, she founded a successful organization focused on educating families about how they can set themselves up for financial success, leaving a significant impact on both clients and the industry.
Leo Altidor
Senior Advisor
Hello my name is Leo Altidor. I’m a Licensed Financial Strategist in Tampa, FL. I was born in The Bahamas raised in a Haitian household here in the United States of America. As an immigrant growing up in a low income environment you really gain an intimate understanding of poverty as well as a bright outlook on the opportunities we have in this country to drastically change lives and legacies. My parents did not know the language nor the system and yet were able to raise seven children without the aid of government assistance. The opportunities are still there if you have access to the right information. I enjoy helping clients and agents maximize their lifestyle while simultaneously building a lasting legacy for generations to come. When I’m not helping clients, I enjoy spending time with my wife and two kids, traveling and volunteering at local charities, churches, and community events.
Nathan Thomas
National Sales Consultant
Nathan Thomas brings a wealth of experience to the financial services field, specializing in guiding clients through insurance and retirement solutions. Over the years, he has worked closely with teams and clients nationwide, providing training, support, and strategic insights to help achieve their financial goals. Nathan is dedicated to delivering personalized service and has a proven ability to navigate complex cases, ensuring clients receive tailored solutions that meet their needs. His focus on education, relationship-building, and industry best practices makes him a trusted resource for both colleagues and clients alike.
Morgan Gregory
Retirement Advisor
Morgan Gregory specializes in helping clients plan and secure their financial future, with a focus on retirement strategies and wealth management. She works closely with individuals and families to provide guidance on investment options, retirement accounts, and long-term financial planning. Morgan is committed to educating clients on best practices and helping them make informed decisions to achieve their retirement goals. Her experience in analyzing financial situations and creating tailored solutions makes her a trusted advisor for those seeking stability and growth in their retirement years.
Seth Monroe
Retirement Advisor
Seth Monroe brings expertise in retirement planning and financial guidance, helping clients navigate their options for long-term security. He collaborates with individuals and families to develop strategies that align with their goals, including investments, savings plans, and retirement account management. Seth is dedicated to providing clear, actionable advice and fostering financial confidence, ensuring clients understand their choices and feel empowered in their planning. His focus on personalized solutions and industry best practices makes him a reliable partner in achieving sustainable financial outcomes.
George Lagogiannis
Retirement Advisor
George Lagogiannis is a retirement advisor who specializes in helping clients build sustainable, long-term financial strategies for their future. He is committed to providing clear guidance and personalized service, ensuring that each plan is aligned with his clients’ goals and lifestyle. Through education, trust, and consistent support, George helps individuals feel more confident about their retirement planning journey.
Robert Bell
Retirement Advisor
Helping clients achieve a secure and fulfilling retirement is at the heart of Robert Bell’s approach. As a retirement advisor, he works closely with individuals to design financial strategies that are both practical and sustainable, tailored to their unique goals. Robert emphasizes education and transparency, guiding clients through each step of the planning process. His focus on building strong, trusting relationships ensures that clients feel informed, supported, and confident as they prepare for their future.
Terrance Lauderdale
Retirement Advisor
Terrance Lauderdale is passionate about helping clients plan for a retirement that reflects their goals and lifestyle. As a retirement advisor, he focuses on creating customized strategies that balance growth, security, and long-term sustainability. Terrance believes in empowering clients through clear guidance and ongoing education, ensuring they understand every aspect of their financial plan. By building strong, trusting relationships, he helps individuals feel confident and prepared as they navigate their retirement journey.
James Perry
Retirement Advisor
James Perry helps clients take control of their financial future by designing retirement strategies that are practical, sustainable, and aligned with their personal goals. As a retirement advisor, he emphasizes clarity, personalized planning, and ongoing support, guiding clients through the complexities of retirement preparation. By combining education, trust, and proactive advice, James ensures his clients feel confident and well-prepared to achieve a secure and fulfilling retirement.
Hernan Roldan
Retirement Advisor
Hernan Roldan is dedicated to helping clients build retirement plans that are both realistic and tailored to their individual needs. With a focus on long-term financial security, he works closely with each client to create strategies that support their lifestyle and future goals. Hernan believes in clear communication and ongoing guidance, ensuring clients feel informed and confident every step of the way. Through trust and personalized support, he empowers individuals to approach retirement with peace of mind and assurance.
Clifford Spears
Retirement Advisor
Clifford Spears partners with clients to help them navigate the complexities of retirement planning with confidence and clarity. He focuses on creating tailored strategies that balance financial growth, security, and long-term sustainability. By providing education, personalized guidance, and ongoing support, Clifford ensures his clients understand their options and feel empowered to make informed decisions about their future. His commitment to trust and transparency makes the retirement planning process both manageable and reassuring.
Ian Ladhe
Retirement Advisor
Ian Ladhe helps clients take a proactive approach to retirement planning by crafting strategies that are tailored to their unique goals and lifestyle. As a retirement advisor, he emphasizes personalized guidance, clear communication, and long-term financial sustainability. Ian focuses on building trust and educating clients at every step, ensuring they feel confident and well-prepared to make informed decisions for a secure and fulfilling retirement.
Cori Bond
Retirement Advisor
Cori Bond partners with clients to shape a thoughtful and forward-looking path toward retirement, designing plans that align with their personal goals and way of life. In her role as a retirement advisor, she prioritizes meaningful guidance, transparent communication, and strategies that support lasting financial health. Cori is committed to fostering trust and offering clear, practical education at every stage, helping clients feel assured and equipped to make smart decisions for a confident and rewarding retirement.