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

Support Team

Jillian Daneau
, Marketing Coordinator

Jillian was born in Toronto, Canada and moved to Florida in 1993 with her family.  She graduated from Keiser University in 1998 and has worked at several prominent law firms as a Paralegal in Florida and in North Carolina developing a real passion for helping people with complex legal issues relating to real estate, finance and estate planning matters. 

Jillian joined Accurate Advisory Group in 2013 as Marketing Coordinator.  Her duties include event planning, maintaining event and client databases, monitoring seminar budget and interaction with clients, company agents and advisors.  In addition to her marketing duties, Jillian is able to utilize her legal background to assist the company Attorney with preparing estate planning documents such as deeds, wills, power of attorney documents and trusts for clients.   

When not working, Jillian loves to spend time with her husband and two sons.  You can usually find her at the gym, reading a good book or on a baseball field watching her oldest son play travel baseball. 

Sandra Toro, Business Analytics Manager

Born in Colombia, Sandra has a degree in Finance and Foreign trade, along with a specialization in Financial Management. Sandra worked for Diebold in Bogota, Colombia and was later transferred to their Tampa office in 2006 to pursue new challenges within the multinational company. After 10 years with Diebold, she decided to follow her dream of entrepreneurship as a business owner purchasing an EmbroidMe Franchise in Tampa, specializing in embroidery and promotional products.

In 2016 Sandra joined with Accurate Advisory Group as their Business Analytics Manager. She is responsible for compensation reporting, new business analysis, company and advisor performance, and among other things, utilizing her business ownership experience to identify trends and patterns that will ultimately allow Accurate to better serve their clients.

Sandra loves to travel and has been fortunate to have travelled around the world visiting more than 30 countries.

In her spare time, she enjoys going to the beach, swimming and spending time with her son and friends.

Lisa Russell, Office Coordinator

A Florida native, Lisa is currently attending Pasco Hernando State College where she is working towards her degree in Business Management. After several years working in the restaurant industry, Lisa joined Accurate Advisory Group in 2014 as an administrative assistant and quickly advanced to become the Office Coordinator where she ensures that the office runs smoothly and efficiently. Lisa handles many of the internal operations such as accounts payable and receivables, she also ensures that advisors and independent agents are in compliance with state and company licensing requirements, as well as serving as liaison between clients and our entire office staff; all while handling a variety of day-to-day office and administrative tasks.

When not at work, Lisa enjoys going to the beach and spending time with friends and family.

Maria Vail, Client Services Coordinator

A recent graduate of the University of Tampa, Maria was born in Portland, Maine and moved to Tampa, Florida with her family in 2001. She grew up in New Tampa where she attended local schools and participated in various sports. While attending UT, Maria interned in the HR department at Sykes Enterprises, Inc. where she developed administrative, problem solving and communication skills.

Maria joined Accurate Advisory Group in 2015.  Her duties include servicing clients to assure their accounts are being handled with care and accuracy and providing operational and administrative support to the company’s agents and advisors to maintain client satisfaction. 

Family roots made her a New England sports fan, but she enjoys attending Lightning hockey games. In her spare time, Maria enjoys spending time on Lake Norman with her family in North Carolina.

Chris Julian, Director of Business Development

Chris Julian was born in New York and moved to Florida in 1987. Chris attended the University of South Florida and obtained a Bachelors of Science degree in 1997. Chris has worked in the insurance and financial industry since 1998. He started out in insurance sales and eventually moved to South Florida to assist in the management of a Hedge Fund.

In addition to his financial endeavors, Chris always had a passion for helping others and made a decision that he would pursue a lifelong dream of becoming a career firefighter. Now, Chris says he has the best of both worlds; he is able to fulfill a dream of being a fireman and also work in the financial field which he also loves. You will find Chris on his off days spending time with his family; wife Priscilla, daughter Ella and his son Justin. Chris also loves being outdoors and playing sports.

Duane Mercer, Chief Finance & Information Officer

Duane got his start in the insurance and financial services industry in 2005 as a Life & Health insurance agent for Accurate Health & Financial Services. He worked with individuals and small business owners to meet their insurance needs and gained an understanding of the business from the ground-up. In 2007, he left Accurate to pursue a technology consulting opportunity with PricewaterhouseCoopers, assisting with the support and maintenance of their enterprise-level financial systems and learning the intricacies of their AP/AR processes. Later, he would take that knowledge to Raymond James Financial where he interacted with brokers across the country assisting them with newly implemented CRM systems and their proprietary advisor reporting console.

In 2012, Duane returned to work with his former employer under their new banner, Accurate Advisory Group. Currently, he oversees all internal financial functions including: accounting, budget, credit, insurance, commissions, contracting, tax, and treasury as the CFO. Additionally, as the CIO, Duane is able to direct the strategic long-term technology goals, policies and procedures for the firm with the experiences he gained in the technology side of the industry. His contributions have brought Accurate Advisory Group into a new era of technology driven task management that allows their agents and advisors to better focus on providing excellent, unrivaled service to every client that walks through the door.

Born in Bartow, Florida, Duane graduated from the University of South Florida in 2005 with degrees in Finance and Information Systems Management. In his time off from work he enjoys the nearby beaches, skiing in the mountains of North Carolina and Colorado, and spending time with his nieces and nephews.