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Our Story

BEN'S STORY

I knew I wanted to study Finance since I was a young man. My father was an accountant, so it was in my genes to work in the industry. I graduated from Florida State University and started in financial services in 1980. I earned my CERTIFIED FINANCIAL PLANNER™ certificate, one of the industry’s best designations you can achieve. I worked diligently and focused on providing financial advice that was in my client’s best interest. During my career with Metlife, I consistently qualified for Leaders Conference (2001-2016), an honor that advisors receive for achieving the highest standards.

Over my long career, a majority of the time I have been involved in the management of our local firm. I enjoyed coaching new advisors to learn the ethical way of educating and helping their clients. One of the programs I have introduced to our local community is the Financial Strategies for Successful Retirement. I have taught this seminar multiple times to help educate the community.

I met Shane through family and knew him when he was just a little boy. I recognized his determination and appreciated his strong work ethic. When he decided to go into financial services in 2007, I felt responsible to show him the right way to educate and guide our clients to financial freedom. He has proven to be one of the industries best having achieved two designations, ChFC and CFP all while working by my side. We had many long days, but the hard work paid off.

We have been practicing together for over 11 years now and our partnership has strengthened our relationships with our clients. Together we educate and help our clients with their financial questions. We strive to guide them through a simple and specific path to meet their needs.


SHANE'S STORY

My story begins when I was a sophomore in high school. I always looked up to my grandfather and role model, Jerry Farella. I wanted to grow up to be just like him. The lessons he taught me in my youth are still with me today and I live by them. He helped me choose my path in education. Math was my strongest subject, and, quite frankly, was the only subject I could tolerate. So, my grandfather suggested that I become an accountant. I have always been a saver (which I learned from him) and loved to count money. My sophomore year in high school, I started taking business classes which I continued for the next three years. I enjoyed it. After high school, I entered the college of business and double majored in accounting and finance. I fell in love with the finance classes. I saw the real life application in risk management, so I switched my path of studies to double major in finance and risk management.

A very sad day came on July 14, 2005, when my grandfather passed away. Looking back, it was a very important day because after he passed, my grandma needed help getting all of their finances in order and handling their estate. My grandma, aunt, and mother were having a difficult time and their advisors were of little help. One day at work, my mother was talking to a coworker about the situation and her coworker told my mother that her husband was in the business and suggested that my mother give him a call. My mother made the call to Ben Dyal and he came to help my family. Ben has been acquainted with my family for a very long time since his family has been in central Florida for 100 years and mine has been here for over 60 years. He has known me since I was a little boy, so you might say, this is where my story actually begins.

The next summer, I had just one more class to complete for graduation, but the class was not offered during the summer. So, I came home and made a phone call to Ben. I wanted to see if he could offer me an internship for the summer. Instead, Ben offered me a job. I took him up on the offer and worked for him that summer. In the fall, I went back to school and graduated in December 2006, with a bachelor's degree in finance and risk management. I began interviewing during my career days at college and back home. One of the companies I interviewed with was Ben's company at the time, Metlife. I decided to go to work with Metlife because of Ben and the way he worked as a financial planner.

Now, over 10 years later, it is clear to me how the saddest days of my life also brought me a blessing. Being in this business is not always easy and I would not have made it without my mentor, Ben. He has taught me so much and has guided me on my path. One of Ben's requirements for my work with him was to educate myself in financial planning and to become a CFP. Eleven years later, we are both CERTIFIED FINANCIAL PLANNERS™ Certificants. It was a very long and tough path of late nights, working, and studying for the ChFC and CFP. The days I felt like quitting, Ben was by my side talking me out of it and showing me the positive side. I love what I do and love being able to help people with their finances to achieve their goals and dreams. My goal is to continue to educate and help others with what matters most to them. At the top of every year's business plan, I put the phrase my grandfather used to say to me, "You can do anything you put your mind to”.