James Tollerton, CLU, ChFC





President, Owner

Jim@professionalbenefits.org

Jim specializes in executive benefits and group benefits, disability insurance, charitable planned giving, and retirement services. He has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter. Jim earned his BA at Florida State University. He previously served as a Trust Officer at a local bank and serves on several local boards.

Taylor Tollerton, RHU

Taylor@professionalbenefits.org

Group Disability Benefits Specialist

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 received the designation of Registered Health Underwriter in order to better assist in our clients needs. Previously she interned at Lloyd's of London. 
 
 

Susan R. Shirey

Suzi@professionalbenefits.org

Suzi is a former bank Benefits Consultant and manages the Employer Group Benefit programs at Professional Benefits, Inc. She earned her BA at Emory University and has experience in Human Resources, Employee Benefits, and Compensation. 

Mary A. Pickering

Maryann@professionalbenefits.org

Mary Ann is the Group Benefits Agent at Professional Benefits, Inc. In a 20-year insurance career, Mary Ann has developed expertise in the medical insurance, managed care, and worker's compensation arenas. Her professional credentials include ACS, HIA, and MHP. Prior to joining Professional Benefits, Inc., she worked with insurance entities and state agencies in Ohio. She attended Ohio Wesleyan University and Syracuse University.