Our Team

Headshot of Juan L. Cosio

A former banker of 25 years and entrepreneur. Mr. Juan L.Cosio has developed a successful and dynamic financial practice that now serves over 3000 clients.  He works with individuals, families and business owners in the areas of Insurance, Investments, and Retirement Planning.  Mr. Cosio's candid approach to helping the client visualize a more secure financial future has been instrumental in developing lifelong relationships.

Headshot of Lillian J. Cosio

Her "goal centered" and practical coaching approach is what makes Mrs. Cosio a dynamic financial services professional.  With over over 25 years of Banking and Finance experience, Mrs. Cosio is a seasoned professional with a passion for financial literacy and education.  She believes  that "maintaining fundamental financial habits and visualizing the future helps clients to implement the strategies for a more secure and successful financial life".  Mrs. Cosio is an active member of several community and non-profit organizations where she provides leadership and support to women, small businesses owners, and the Hispanic community.  She is the proud recipient of the "Financial Professional of the Year" in 2011 by the Minority Chamber of Commerce and the "Woman Owned Business of the Year" by the South Florida Hispanic Chamber of Commerce in 2014.  And is a lifetime member of the prestigious Million Dollar Roundtable.*

*The Million Dollar Roundtable, the Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.