Marlo W. DeMoss is an accomplished financial professional. She is a Certified Public Accountant, a Florida-licensed health and life insurance agent and has earned her Certified Financial Planner™ certification. Marlo earned her Bachelor’s of Science degree, with honors, in Accounting from Auburn University and completed the required Master’s courses at the University of South Florida for her CPA certification.
Marlo has more than 20 years executive level experience at major banks in Charlotte, NC, and at KPMG Peat Marwick in Tampa. She is licensed to sell securities in Florida, Georgia and South Carolina as a registered representative of Cambridge Investment Research, Inc. And is also an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.
A long-time resident of the Florida Keys, she is active in numerous civic and professional organizations including Leadership Monroe - Class Eleven, Upper Keys Rotary Club, Upper Keys Century Business and Professional Women, American Association of Health Insurance Advisors, and both the National and Florida Association of Insurance and Financial Advisors.
Jeanine Stelzner, Senior Account Executive, was born in England and graduated with a Bachelor of Science degree with honors in Chemistry, Mathematics and Computing from Durham University. She started her career in London with Coopers & Lybrand Chartered Accountants, later moving into the computer consultancy field, specializing in financial and insurance market sectors. She became head of the Banking Division for a computer consultancy firm before moving to the USA after she married an American. She is now a naturalized American Citizen. Jeanine has spent the last 15 years in financial planning and investment services here in South Florida, working for a major nationwide financial services and brokerage company before joining DeMoss Financial in 2011.
Drawn here originally by the diving, she and her husband Kurt have lived in the Florida Keys since 1993. Jeanine is involved in many community programs and is a volunteer for the Key Largo State parks service.
Tina Wyatt, Account Manager, is a Florida licensed health and life insurance agent. She has more than 20 years of experience in the medical profession and uses this experience to assist her clients with insurance related matters. Through her experiences and and training, Tina understands complicated insurance matters. She strives to help clients understand issues and maneuver through the maze of the health insurance industry.
Tina has lived in the Florida Keys since 1978. She is actively involved in the community as a Girl Scout Troop leader and a soccer coach with the Upper Keys Athletic Association.
Dixie Brandon, Client Services Representative, is a Florida licensed 4-40 customer service representative, and handles customer service related issues for the firm. She has more than 30 years of experience in the insurance industry. Dixie began her insurance career in 1984 and has worked for various local agencies. She is dedicated to quality customer service and stays current on insurance issues with her continuing education licensure requirements.
Dixie has lived in the Florida Keys since 1971 and is a member of San Pedro Catholic Church and lives in Tavernier with her husband Robert.