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

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 a stress-free 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.


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.


Duane Mercer, Chief Financial Officer/Chief Information Officer

Duane got his start in the insurance and financial services industry in 2005 as a life and health insurance agent for Accurate Health and Financial Services. He worked with individuals and small business owners to help meet their insurance needs as he 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. In his dual role as the CIO, Duane is able to use the experience he gained in the technology side of the industry to direct the strategic long-term technology goals, policies and procedures for the firm. His contributions have brought Accurate Advisory Group into a new era of technology-driven task management that allows its agents and advisors to better focus on providing excellent, unrivaled service to every client who walks through the door.   

Born in Bartow, FL, 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. 


Chris Julian, Manager – Customer Relations

Chris is originally from New York and moved to Florida in 1987. He attended the University of South Florida and earned a Bachelor of Science degree in 1997. Chris has worked in the insurance and financial industry since 1998, starting out in insurance sales and eventually moving to South Florida to assist in the management of a Hedge Fund.

In addition to his endeavors in the financial industry, Chris acted on his passion for helping others by deciding to pursue a lifelong dream of becoming a career firefighter. He now enjoys the best of both worlds--the fulfillment of his dream of being a fireman and also working in the financial field, which he also loves. On his days off, you’ll find Chris spending time with his family, wife Priscilla, daughter Ella and his son Justin. Chris also loves being outdoors and playing sports.


Lauren Bingham, Executive Assistant

Born in Tampa, FL, Lauren moved with her family to Park City, Utah, where she attended grade school, learned how to ski at Deer Valley and became a double black diamond skier by the age of 7. After her family returned to Tampa, she attended parochial schools and graduated from Tampa Catholic High School. She attended Hillsborough Community College while learning and honing her administrative skills working for a large, high-volume, land development company in the Tampa Bay area. After spending one and a half years in the retail business, she returned to administration and joined Accurate Advisory Group in 2012 as a receptionist. She quickly advanced to become an executive assistant. Lauren’s duties include processing all new business for life insurance and annuities, interacting with clients to answer questions and facilitate their individual requests, and working with the company’s agents and advisors to address client needs.  


Jessica Vomero, Account Manager – Property & Casualty Insurance Division

Originally from Queens, N. Y., Jessica moved to the Tampa area in 1992. She began working as a medical claims adjuster in Dunedin, FL in 1996 before becoming a credentialing coordinator for a multi-disciplinary medical clinic in 2004. After the birth of her daughter in 2006, Jessica began working as a receptionist for an independent insurance agency in Clearwater, Fla. In less than a year, Jessica obtained her Property and Casualty Customer Service/Agent's license and began to cross sell and service commercial and personal lines of insurance. With her growing background in all types of insurance, the next logical step was to join Accurate Advisory Group as an insurance account manager in January of 2013. She primarily handles homeowners and auto policy sales and service, but also writes commercial insurance.

While in the employ of Accurate, Jessica obtained her Life, Health and Annuities License, adding individual life and health insurance to her list of services. Jessica's extensive background makes her a valuable member of Accurate's team.
 
She lives in Palm Harbor and loves her family life with her boyfriend and 7-year-old daughter. Jessica has many pets, including a bearded dragon, kitten and birds. She is very involved in her daughter’s school and serves as the recording secretary of the PTA, as well as a committee chair for The Newcomers Committee, which welcomes new students and families to the elementary school. Jessica believes in enriching the lives of those around her, both personally and professionally.


Diane Burns, Account Manager – Employee Benefits Division

Diane began her career in employee benefits and consulting after 15 years in human resource management. That experience has allowed Diane to become a tremendous resource for HR professionals and office administrators, by understanding the challenges they confront every day. 

From initial marketing strategies and presentations to plan implementation and renewals, Diane assists employers in providing comprehensive benefits to their employees. By collaborating with her clients, Diane becomes a liaison between the client and insurance companies, helping to provide guidance and assistance in all areas of benefits administration. This helps her clients to focus energy on meeting their primary business goals.

Diane is licensed in life, health and variable annuities, as well as certified in human resource management by the University of South Florida. Away from work, Diane enjoys spending time with her husband and two daughters.

 

Travis Jennings, Registered Investment Advisor

Travis concentrates on helping individuals achieve their retirement and long-term financial goals. He brings a personal approach through strategic relationships with leading money managers and insurance firms, helping clients work toward building and preserving their wealth with asset allocation, modern portfolio theory and systematic rebalancing.

He studied economics at the University of South Florida while serving in both active and reserve capacities for the United States Air National Guard. He is also active in several civic and charitable organizations, including senior softball leagues, Boy Scouts of America and youth sports.

“I work for a unique firm that believes our clients should always come first” Travis says. “That philosophy gives me the freedom to help investors of all portfolio sizes and investment experience.”      


Daniel Markese, Insurance Advisor

Dan graduated in 2006 from the State University of New York at Fredonia with a Bachelor of Science degree in business administration with concentrations in finance and marketing. He subsequently moved from upstate New York to Tampa, FL and began working with Accurate Advisory Group. Dan specializes in meeting and working to exceed clients’ financial objectives by helping to create wealth preservation plans through the use of principal-protected vehicles and insurance products.  He also stays up-to-date with current tax code changes and helps implement tax planning strategies into his clients’ plans and daily activities.  Dan spends his spare time with his wife and son, and participates in various sporting events to satisfy his competitive drive.

 

Christopher Drew, Insurance Advisor

Christopher Drew is a uniquely well-rounded agent. He was born in Fort Myers, FL and moved to Tampa in 2004.Chris joined Accurate Advisory Group in 2007 and has become an integral part of the team, helping educate retirees at seminars and learning events and bringing his positive attitude and complete dedication to every client meeting. Chris spends his time building relationships and strategically customizing plans for each one of his clients, to help them live in retirement with financial confidence and be able to meet their financial goals and objectives. When not working, Chris spends quality time with his wife and daughter, cherishing every moment. 

 

Capt. Rob Hamilton, Insurance Advisor

Capt. Rob Hamilton, President and Owner of Smart Health, Inc., has been a licensed health, life and annuity insurance agent since 2001, after retiring from a successful 25-year engineering and international marketing career in the telecommunications industry. After relocating insurance operations from frigid New England in 2002, Smart Health, Inc. was incorporated in Florida. The company is headquartered in Wesley Chapel with a clear mission to provide clients with affordable health, life and Medicare insurance regardless of age or health conditions.  

Capt. Rob’s wife, Vicki, is Vice President and an active partner in Smart Health, Inc.  She also holds her Life, Health and Annuity Insurance License and specializes in the Medicare market with a sincere dedication to helping senior citizens understand their choices in the complicated world of Medicare.


Tim Cuyler, Insurance Advisor

Originally from Rochester, NY, Tim established and successfully ran his own business as a sole proprietor in New York for many years. In 2010, he relocated to Florida, where he had the opportunity to join with Accurate Advisory Group, and has since studied finance at the University of South Florida. Tim strives to provide the latest information to his clients and to educate them regarding their health and life insurance, as well as promote time-tested wealth preservation techniques.

 

Janet Lange, Insurance Advisor

Janet began her career in the financial services industry in 1998, raising capital for startup companies. Since then, her practice has evolved into providing conservative income and tax reduction strategies to retirees. Understanding how financial cycles work and the importance of including simple, safe-money and guaranteed income strategies, she helped her retiree clientele weather the financial storms of the past decade.

Born, raised and educated in Tennessee, Janet believes the best education is “actual experience” working in the financial markets. After witnessing the volatility of the past decade, Janet helps her clients develop retirement portfolios aimed at not losing value due to a market decline and helping them save a guaranteed* income they will not outlive..

Janet splits her time between Aspen, Colo. and southwest Florida. As an expert snow skier, Janet has won two NASTARR championships and is an avid outdoors person. But Janet’s favorite pastime is enjoying life with her two daughters, Katherine and Caroline.


Robert Lucci, Insurance Advisor

Originally from Buffalo NY, Robert has lived in Sarasota, FL for the past 26 years. He has enjoyed being in the financial services industry for the past 28 years and currently holds his life and health insurance license in the state of Florida. Through good listening skills, empathy and experience, Robert help his clients focus on retirement and planning to avoid probate.  His practice includes helping retirees and those about to retire implement capital preservation and tax reduction strategies

Robert inspires his growing client base to take smart, informed action and to implement strategies that can potentially avoid loss of asset value, and he strives to educate his clients about the pitfalls of higher taxes, medical costs and the rising cost of living. He is effectively supported by a team of client administration and investment specialists at the Accurate Advisory Group. Their teamwork and professionalism help Robert build and maintain long-term client relationships through regular contact.