Jeff Basik is our advisor of choice!
JEFFREY P. BASIK, MBA
Jeff Basik holds a BS in Management from the United States Air Force Academy in Colorado Springs, Colorado, and a Masters in Business Administration from Bentley College in Boston. In addition, Mr. Basik is a retired Lt. Col from the United States Air Force. A 21-year member of the National Association of Insurance and Financial Advisors (NAIFA), Mr. Basik served as a board member for 10 years including Association President.

Jeff is a Registered Principal and holds the following Securities Registrations and Insurance Licenses: Series 6, 7, 24, 66, Life, Health, Disability, Long-Term Care, and Fixed and Variable Annuity. Jeff has been married for 27 years, has 3 children, and has lived and practiced professionally in Southwest Florida since 1987. He currently serves on Congressman Connie Mack’s Service Academy Selection Board as well as on the Board of Directors for 2 domestic and 1 international charitable organizations.