Our Team

*POLLY M. WATSON   - Owner    Certified Dicorce Financial Analyst - Registered Representative - Paraplanner

 Polly is a native Floridian born and raised in Leesburg Florida. Polly graduated from Leesburg High School and attended Lake Sumter Community College.  Polly entered the insurance business and started with Thomas A. Newman & Associates PA in 1985.    She received both her life/health license and Financial Paraplanner designation in 1989.  She also has her (Series 7) general securities registration and her Series 66.  After 22 years of employment with Thomas A. Newman & Associates PA, she bought the business in October of 2007.  Polly handles sales  of life insurance, disability insurance, mutual funds, stocks, bonds, employee benefits such as group health, dental, disability, life, 401K’s and Simple IRA’s.  She received her CDFA, Certified Divorce Financial Analyst designation in 2009. Polly is a 2001/2002 graduate of the Leadership Lake County.  She is a member of the Leesburg Noon Rotary, member of Altrusa of Lake County, Leesburg Area Chamber of Commerce Board Member  and Chamber Ambassador.   She continues in her studies and keeps up with the latest technology.  We are also a women owned minority business.  Polly and her family life in Fruitland Park, Florida.

 Lilith Shetlon , BS- Office Manager - Lil graduated from the University of Central Florida in 1989 with a BS in International Management, is a member of the USF Alumni, past member of the board of Fruitland Park PTO for 2000/2001 and 2001/2002.  She is also a past member of the Entrepreneurship Association of University of Central Florida.  Lil entered the life insurance business in 1987 and received her life/health/annuity license in 2003.  As Office Manager she utilizes her past business experiences, computer knowledge and insurance training to efficiently service our cleints. Lil and her famlily live in Fruitland Park Florida. 

   *Fred O'Brien, CLU ChFC - Fred entered into the life insurance business in 1970.  He is a Chartered Life Underwriter and a Chartered Financial Consultant.  He has served as past President of the local CLU chapter, past President of the area Estate Planning Council.  Fred is very active in local civic affairs.  Fred is married to Karen O'Brien, they have two children, 5 grandchildren and they reside in Fruitland Park Florida.

 Rick Erickson - is a life and health agent.  Rick handles the sales of group health, life, disability, individual life and cancer policies. 

Bertha Erickson- who is also a licensed life/health agent and handles sales and service of life and health insurance.  They both reside in Fruitland Park Florida.

 *Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc.   Member SIPC/FINRA and Registered investment Advisor.