Team
Two people who answer the phone, sit at the table with you, and treat your family's plan like their own.
Founder
Michelle Rocchio
Licensed Insurance & Retirement Planning Agent
- Independent since 2010
- Florida license W714911
- NPN 15835003
- Business degree, finance concentration
Michelle has been an independent agent since 2010. Since 2020 her work has centered on life insurance, estate solutions, and protected retirement income for families who want to know their savings will be there when they need them.
She holds a degree in business with a concentration in finance, but the reason she does this work is more personal than that. When her father passed, she went through probate herself and saw what it costs a family in time, money, and worry at the worst possible moment. Much of her practice now is helping other families make sure that does not happen to them.
Her aim with every family is simple: that they leave feeling secure, supported, and confident about what comes next.
Partner
Dominick Borgia
Integrated Trust Specialist and Commissioned Florida Notary Public
- Investing since age twenty
- Commissioned Florida notary public
- Remote online notarization
Dominick spent more than fifty years in the computer industry and began studying finance at twenty. He has spent the decades since watching how financial trends play out and how wealth is actually built, most of it through the patient work of compounding.
In the practice he focuses on revocable trusts and probate avoidance, helping families set things up so that what they have built passes the way they intend, without a court in the middle. He is commissioned for in-person notarizations and for remote online notarization anywhere in Florida, which is why notary work is handled in house rather than sent out.
Away from the office he volunteers, takes photographs, goes to car shows, and spends time with his family.