Our Qualifications

Marlo W. DeMoss is an accomplished financial professional.  She is a Certified Public Accountant, a Florida-licensed health and life insurance agent and has earned her Certified Financial Planner™ certification. Marlo earned her Bachelor’s of Science degree, with honors, in Accounting from Auburn University, attended the University of Florida, and completed the required Master’s courses at the University of South Florida for CPA certification. 

Marlo has more than 15 years executive level experience at major banks in Charlotte, NC, and at KPMG Peat Marwick in Tampa.  She is licensed to sell securities in Florida, Georgia, New Jersey, South Carolina, and Idaho as a registered representative of Cambridge Investment Research, Inc.

A long-time resident of the Florida Keys, she is active in numerous civic and professional organizations including Leadership Monroe, Upper Keys Century Business and Professional Women, Upper Keys Rotary, American Association of
Health Insurance Advisors, and both the National and Florida Association of Insurance and Financial Advisors. 

Tina Wyatt is a Florida licensed health and life insurance agent. She has more than 20 years of experience in the medical profession and uses this experience to assist her clients with insurance related matters.

Tina has lived in the Florida Keys since 1978. She is actively involved in the community as a Girl Scout Troop leader and a soccer coach with the Upper Keys Athletic Association.  She strives to help clients understand issues and maneuver through the maze of the health insurance industry. Through the continuing education requirements of her license, Tina stays up-to-date on the ever changing world of health insurance.

Dixie Brandon is a Florida licensed 4-40 customer service representative, and handles customer service related issues for the firm.  She has more than 20 years of experience in the insurance industry. Dixie began her insurance career in 1984 and has worked for various local agencies.  She is dedicated to quality customer service and stays current on insurance issues with her continuing education licensure requirements.

Dixie has lived in the Florida Keys since 1971 and is a member of San Pedro Catholic Church and lives in Tavernier with her husband Robert.