Meet Our Team
Taylor T Collins, CEBS, CLU, RHU
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
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.
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.