Our Team

GARRET B. NORRIS, CFP®, ChFC 

Garret Norris graduated from Towson State University in Maryland. He is an Investment Advisor Representative and focuses financial, insurance and investment planning. Garret holds the designations CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant, as well as the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 63, 65, Life Health, Long-Term Care, Disability, Property & Casualty, and Fixed and Variable Annuity. 

Garret serves as a volunteer draft board member in Lee County, Florida, a Presidential Appointed position. He is married with one son and has lived and practiced professionally in Southwest Florida since 1990.

 

JEFFREY P. BASIK, MBA 

Jeff Basik holds a BS in Management from the United States Air Force Academy in Colorado Springs, Colorado, and a Masters in Business Administration from Bentley College in Boston. In addition, Mr. Basik is a retired Lt. Col from the United States Air Force. A 21-year member of the National Association of Insurance and Financial Advisors (NAIFA), Mr. Basik served as a board member for 10 years including Association President.

Jeff is a Registered Principal and holds the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 66, Life, Health, Disability, Long-Term Care, and Fixed and Variable Annuity. Jeff has been married for 27 years, has 3 children, and has lived and practiced professionally in Southwest Florida since 1987. He currently serves on Congressman Connie Mack’s Service Academy Selection Board as well as on the Board of Directors for 2 domestic and 1 international charitable organizations.  

Edward C. DeRose

Ed DeRose earned his B. S. in Marketing in 1976 from Gannon University in Erie, PA. 

After 10 years of honing his skills in “Corporate America” Ed entered the insurance and securities industry, specializing in developing benefit plans for small business as well as personal financial plans for small business owners. Ed has more than 23 years of experience helping his client’s transition from successful business owners into retirement, and continues to advise his clients through their retirement years.

Ed’s strength is his ability to develop and maintain long-term relationships with his clients.  As a business owner himself, Ed has a keen understanding of what it takes to run a successful business and what it takes to retire.  The result of this understanding has been a high level of client loyalty and retention over the years.  His level of enthusiasm is contagious.

Over the past 20 years, Ed has been actively involved in political and legislative issues, lobbying in Washington, DC on behalf of small business owners and seniors.  He is a past board member of the NAHU in New Jersey and currently an active member of the SWFAHU, OCEAN, and FALA here in Southwest Florida.  Ed holds a license in life and health insurance as well as a Series 6 for variable products in the States of Florida, New Jersey, Pennsylvania, and Texas.

 CHRISTOPHER A. THIBAUT

Chris has advised, implemented, and managed personalized Retirement Income and Asset Protection solutions for over twenty years in Southwest Florida. He has a Finance Degree from Florida State University and holds two securities registrations and insurance license for fixed or variable Annuities, Life, Health, and Long-Term Care.
For over five years Chris received specialized training from, and was personally mentored by James A. Barry,CFP®. Mr. Barry founded Barry Financial in 1975 in Boca Raton, Florida and is a nationally recognized expert in the Affluent Financial Planning Industry. As a Wealth Manager of the Fort Myers, Naples, and Sarasota Florida regional offices of Barry Financial, Chris implemented comprehensive Financial and Estate Plans for high net worth clients, conducted Financial Seminars, and appeared as guest speaker fourteen times on Jim Barry's live TV Shows Talk About Money on FOX and Financial Freedom on PBS. Chris has a daughter and they are both parishioners of Saint Columbkille Catholic Parish in Fort Myers, Florida.

 JAMES P. VOSS, Enrolled Agent

Jim Voss graduated from the University of Georgia, Athens, Georgia. As an Enrolled Agent he is admitted to practice before the Internal Revenue Service. Jim has owned and operated a Public Accounting Firm for 17 years.

We feel very fortunate to have someone with Jim's knowledge and professionalism associated with Retirement Advisors and available to work with our clients on their tax related issues.  Jim Voss is not a registered representative of Multi-Financial Securities Corporation.Jim has been happily married to his wife Peggy for 30 years.  They have three children and have live in  Southwest Florida since 1982.