Prudential Advisors-Clermont FL

Nicole has been helping individuals, family's and business owners make confident financial decisions since 2008. As a financial planner, she focuses on building long-term relationships and delivering personalized strategies designed around each client's goals.

Nicole is deeply connected to the local community and committed to serving the people who live and work there. Outside of her professional role, she enjoys spending time outdoors and volunteering as a coach for her daughter's softball team, where she supports teamwork, confidence and personal growth.

With over 25 years of experience in the financial industry, Amaris has been dedicated to helping clients plan for the future. Her approach combines practical planning, clear communication and ongoing guidance to help clients stay on track and adapt as their needs evolve.

Amaris is actively serving her community by volunteering at her children's school and sports clubs. She is also actively involved in her local church and enjoys sports, trail hiking, the beach, and spending time with her husband and four children.

Dan is a seasoned financial services professional with more than 30 years of experience. Throughout his career, he has built a reputation for clear guidance, disciplined planning strategies and client-first approach on long term financial stability and confidence.

Originally based in Maryland, Dan recently relocated to The Villages Florida, where he continues to serve clients with the same dedication and personalized attention that has defined his work for decades. In my personal time I enjoy fishing, golf, reading and most importantly, I value time with family, which keeps me grounded and reinforces the importance of balance and long-term perspective in everything I do.