Stephanie is a Southwest Florida Native who married her high school sweetheart Bryan in 2004 and together they have had two amazing kids. Prior to entering the insurance field in 2011, she completed her Bachelors of Science in Healthcare Administration from Florida Gulf Coast University. Insurance was supposed to be a temporary career and she absolutely fell in love with it and her clients. She has specialized in the entire Medicare market. Whether it be Medicare Supplements or Medicare Advantage Plans. She has trained agents hands on how to sell and market themselves since 2013.

In the course of three short years she built an independent agency from the ground up to 40 selling agents and agencies. She has learned what works and what does not work when growing a team and business and finds absolute passion in sharing her knowledge and experience with others. Stephanie is a goal oriented trainer, mentor and coach who finds the most reward in her agents wins and overcoming their obstacles.

Megan Goerl is an accountant and Fractional Controller with over ten years of experience helping small to mid-sized businesses improve cash flow, strengthen accounting controls, and gain financial clarity. She works closely with business owners and leadership teams to bring structure and reliability to their financial operations.

Megan specializes in cash flow oversight, internal controls, financial reporting, and process optimization. She has helped businesses increase cash flow by more than 30% through improved financial systems, forecasting, and disciplined operational alignment.

Known for her clear communication and practical approach, Megan translates complex financial information into actionable insights, serving as a trusted strategic partner who supports confident, informed decision making.

Former co-founder of ACME company. Early staff at XYZ. Loves coffee & morning runs.