LIFE-ANNUITIES-DISABILITY-LONG TERM CARE-MEDICARE
1-352-399-4943
We help build and protect financial futures.
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ABOUT US
About Tri-Square Wealth, LLC
At Tri-Square Wealth we have a deep dedication and strong commitment to serving our clients' financial needs and goals. Our team is composed of diverse and experienced financial advisors that will help you develop strategies to secure your future. At Tri-Square Wealth, we have advisors who specialize in a variety of fields from Special Care Planning to Financial Education and Fee Based Planning.
Whether planning for life's transitions or business solutions for large and small business owners, we can help!
Community involvement is essential to the enrichment and health of our community. We dedicate time and talents to our local communities in an effort to serve a purpose greater than ourselves. Our advisors support numerous charities close to their hearts, and annually our team joins together for supporting a Firm wide cause.
Clients turn to Tri-Square Wealth because of our history of integrity, professionalism, and strength. We provide our clients the confidence that financial goals can be achieved.
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Meet the Team
TRACY PICK
Financial Services Executive
Tracy Martin Pick has been serving his clients in the financial services industry for over 22 years. Tracy has completed the comprehensive training program and is equipped to provide customized financial solutions for special needs individuals and families with a special needs dependent. As well as being a Special Care Planner, Tracy assist's individuals and businesses with insurance protection, through life insurance, disability income protection and long-term care insurance. His wealth of experience and knowledge allows him to create a customized financial roadmap for individuals and their family.
ROSE NATALE
Licensed Insurance Representative
Rose Natale, has been in the Insurance Industry for 37 years. She has many years of experience especially in the senior market and is able to help many people navigate the confusing changing markets that they depend on for their financial safety. Rose has worked for ING, MetLife, and American General. She has had intense training in the Annuity and Life insurance markets and because of her previous experience with Long Term Care, Rose became MetLife’s Regions Long Term Care specialist. Today, Rose is an Independent Licensed Insurance Representative with Tri-Square Wealth. Her experience allows her to specialize in the Senior Market which includes Medicare Supplements, Advantage plans, Long Term Care and Final Expense Insurance.
ROBERT HOWIE
Licensed Insurance Representative
Robert Howie, born and raised in Ocala, is a retired Marion County Sheriff’s Office officer and dedicated community leader. He serves on the boards of the Ocala Shrine Club and ARC of Marion County, and is active in organizations including Marion Dunn Masonic Lodge #19, Blue Knights of Florida III, Fraternal Order of Police Lodge #145, and ABATE of Florida – Forest Chapter. Robert also supports families as a Life Insurance Representative and helps clients plan and secure their needs.
CHRISTOPHER STEWART
Licensed Insurance Representative
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CATHY BONES
Licensed Insurance Representative
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RICHARD GRAHAM
Licensed Insurance Representative
ADRIENNE WARD
New Business Coordinator
Adrienne was born and raised in Key West, FL. She has been a resident of Ocala since 1998 where she started working in the insurance field. She is married and loves spending time with her family.
STEPHANIE PICK
Assistant
CYNTHIA LAFFERTY
Assistant
Cynthia (Cindy) was born and raised in Massachusetts. She and her husband, both graduates of Villanova University, moved to Ocala Florida in 1997. Cindy worked in education for many years and made the career change to finance in 2023. She is mother to two grown sons and loves visiting theme parks and fan conventions.