our team
Why spend another moment wondering about your
financial future?

Founders


Robert Leone,
Chief Executive Officer

Robert began his career in the insurance and financial services industry in 1995 after graduating from the University of South Florida with a bachelor's degree in accounting.  After a few years of working as a Prudential Financial advisor, Robert joined his long-time friend Gus Gotsis to open their own independent insurance agency. They wanted to establish a business that could be of value to their customers, one that could grow and adapt to meet the ever-changing needs of their clients. They wanted an agency that could offer products from a variety of different companies.

As their business expanded and clientele grew, they joined with fellow alumnus Paul O'Grady to form the Accurate Advisory Group. With a new partner and additional staff added, Accurate Advisory group was equipped to offer expertise in all areas of wealth management, estate planning, insurance, retirement, investing and more. 

As CEO of Accurate Advisory Group, Robert's responsibilities include overseeing all aspects of daily operations, including marketing, compliance, sales and research; but his true passion is customer relations.  Robert speaks with clients on a daily basis and is always striving to help educate and empower them so they can enjoy retirement free from concerns. 
  
Robert is also active in the local community, volunteering his time to his children’s soccer leagues, the Fire Fighters of Pasco County and the Hillsborough County Fraternal Order of Police. He also supports the University of South Florida youth sports programs. 

Married and a father of three, Robert enjoys playing soccer and other sports with his family, traveling, spending time outdoors and taking the kids to see their favorite sports team, the Tampa Bay Lightning. 

Gus Gotsis, President

Originally from Rochester, N.Y., Gus came to Tampa to attend the University of South Florida. After graduating in 1995 with a degree in accounting, he entered the financial arena working for Prudential. In 1997, he took the knowledge gained in the industry and his passion for client service and teamed up with his friend, Robert Leone, to become independent advisors, founding the basis for what would eventually become the Accurate Advisory Group.

Gus has his sights set on helping the company grow carefully and deliberately striving to provide the best service possible for its clients. His primary goal for Accurate’s clients is to help them be able to maximize returns on their investments in the safest way possible and enjoy retirement. When not at work, Gus enjoys traveling and spending time with his family.


Paul O’Grady
, Vice President of Investment Services

A University of South Florida graduate like his business partners, Paul entered into the insurance industry in 2001 as an agent with Northwestern Mutual. In 2003, he became an independent advisor and started his own insurance advisory service so he could broaden his reach and serve the best interests of his clients. In this capacity, he became highly knowledgeable in health insurance, life insurance, annuities and other wealth-building tools.

Two years after opening his own agency, Paul joined Robert Leone and Gus Gotsis in forming Accurate Health and Financial Services in 2005. The company later evolved into the Accurate Advisory Group with the addition of an employee benefits division. Paul’s hopes for his clients are that they will achieve their financial goals through the diversification of a portfolio where principal protection is the main objective for meeting their retirement goals. Happily married and a father of two, Paul spends his down time traveling with his family, or you may occasionally find him on the golf course trying to improve his short game.


Dino Balani,
Vice President - Orlando Division

Originally from Orlando, Dino Balani also graduated from the University of South Florida. After graduating from USF Dino returned to Orlando and started a successful retail business. In 2006 Dino sold his business and joined what would become Accurate Advisory Group and opened the Orlando satellite office. With his experience as a business owner Dino has helped many of his small business owner clients handle many of the challenges they face when it comes to setting up self-funded retirement plans. Along with retirement planning Dino works with his clients on college planning, estate planning and health insurance.
In his time off Dino enjoys playing golf, volunteering at school, coaching soccer, and travelling with his Wife and Children.
“My goal is to help each and every one of my clients plan for the future with peace of mind. I strive to make achieving retirement goals simple, attainable and stress free.”

 

Scott Holcomb, Vice President of Health Services

Born in Hollywood, FL, Scott graduated from the University of South Florida (USF) in 1997 with a degree in information systems management. After working in the computer industry for six years, he followed in his father’s and grandfather’s footsteps and entered the insurance business. He began his career working for United Healthcare, then worked his way up to Vice President of an employee benefits firm that had more than 350 employer clients. While there, he effectively implemented new technologies and made significant advancements in operational and customer service protocols. In 2009, he started his own firm, Accurate Insurance Solutions. One year later, he merged with his USF classmates at the Accurate Advisory Group, where he implemented some of the same technological advantages for its clientele. His overall objective for clients is to provide them with a level of service seldom seen in our fast-paced world. When not working, Scott enjoys playing all kinds of sports and spending time with his two children.