Benefits & Planning

CONNECT

Address:

2426 Bee Ridge Road, Ste B / P.O. Box 1079
Sarasota, FL 34239

Phone:

941-957-1310

Fax/Other:

941-366-5170

Meet Our Team

 

Taylor T Collins, CEBS, CLU, RHU 

President

A native of Sarasota and a graduate from the FSU College of Business in Risk & Insurance, Taylor specializes in executive/professional benefits and group insurance programs.  She obtained her Certified Employee Benefits Specialists designation - by the Wharton School. Her experience includes working in Lloyd's of London in high-risk insurance strategies.

 

James B Tollerton, CLU, ChFC

Vice President

Jim specializes in executive benefits, estate & charitable planned giving, and compensation. He has earned the designations of Chartered Life Underwriter, and Chartered Financial Consultant. Jim earned his BA at Florida State University. He previously served as a Trust Officer at a local bank and currently serves on several local boards.

 

 

 

Suzi Regulski 

Group Benefits Customer Service Representative
 

Suzi has been on the PBI team for the last 20+ years and provides invaluable customer service to groups and individual benefit clients. Suzi is a former bank Benefits Consultant. She earned her BA at Emory University and has experience in Human Resources, Employee Benefits, and Compensation.

 

 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck