As an advisor with over 20 years of experience, Venise provides her clients with customized financial strategies that are designed to help grow and protect their wealth. Venise focuses on the ‘big picture’ when developing financial strategies for her clients in the areas of life insurance, retirement income planning, and wealth preservation. She helps her clients to ‘own their journey’ by making the right financial moves at the right time, which is achieved through strategic planning. Venise believes that every client deserves a happy, enjoyable life unencumbered by financial distractions. Her passion and commitment is to help every individual, family or business owner create an intelligent and coordinated financial plan.
Venise currently resides in Punta Gorda, Florida.