TRI-SQUARE TEAM
TRACY PICK, LUTCF
Financial Services Executive
Tracy Martin Pick, Financial Planner, has been serving his clients in the financial services industry for over 22 years. Tracy has completed the comprehensive training program and is equipped to provide customized financial solutions for special needs individuals and families with a special needs dependent.
As well as being a Special Care Planner, Tracy assist's individuals and businesses with insurance protection, through life insurance, disability income protection and long-term care insurance. In addition, he also concentrates on investment strategies, retirement planning, 401k rollovers, and tax saving strategies. Tracy is an Investment Advisor Representative and holds the LUTCF (Life Underwriters Training Council Fellow) designation. His wealth of experience and knowledge allows him to create a customized financial roadmap for individuals and their family.
ROSE NATALE
Financial Services Professional
Rose Natale, has been in the Insurance Industry for 37 years. She has many years of experience especially in the senior market and is able to help many people navigate the confusing changing markets that they depend on for their financial safety. Rose has worked for ING, MetLife, and American General. She has had intense training in the Annuity and Life insurance markets and because of her previous experience with Long Term Care, Rose became MetLife’s Regions Long Term Care specialist. Today, Rose is an Independent Licensed Insurance Representative with Tri-Square Wealth. Her experience allows her to specialize in the Senior Market which includes Medicare Supplements, Advantage plans, Long Term Care and Final Expense Insurance.
GARY RICHMOND
Financial Services Representative
Gary has helped provide retirement and insurance strategies to clients for over 40 years. His professional designations include the Chartered Life Underwriter and Chartered Financial Consultant from the American College, Bryn Mawr, PA. He enjoyed teaching courses leading to these designations as well as serving as a past president of the Flint (MI) Estate Planning Council. Gary now resides with his wife Christy in The Villages, FL where personal interests include golf, racquetball and keeping up with six grandchildren.
CHRIS STEWART
Financial Services Representative
Gary has helped provide retirement and insurance strategies to clients for over 40 years. His professional designations include the Chartered Life Underwriter and Chartered Financial Consultant from the American College, Bryn Mawr, PA. He enjoyed teaching courses leading to these designations as well as serving as a past president of the Flint (MI) Estate Planning Council. Gary now resides with his wife Christy in The Villages, FL where personal interests include golf, racquetball and keeping up with six grandchildren.
ADRIENNE WARD
Personal Assitant
Adrienne was born and raised in Key West, FL. She has been a resident of Ocala since 1998 where she started working in the insurance field. She is married and loves spending time with her family.
Maria Pick
Personal Assitant