Geri Sobczak, CLU®, ChFC®

Director of Operations

Phone: 813-960-1300 ext. 311
Fax: 813-960-1392
E-mail:

Geri is responsible for operations management (OM). Her focus is on strategic, tactical, and short-term OM, which means she is responsible for the development, design, operation, and improvement of the systems that create and deliver the firm's products/services. 

 

Geri graduated from University of Illinois with a Bachelors of Science in Math and a minor in Economics. She received her Masters of Science in Applied Math from University of Illinois. She holds a state of Florida insurance license and a Chartered Life Underwriter (CLU®) and Chartered Financial Consutlant (ChFC®) designation. She has been in the financial industry for fourteen years.