K2 Capital Management PLLC
K2 Capital Management PLLC offers multiple insurance and financial services and our short-term goal is to be a full service financial firm.
We work with dozens of carriers to help our clients with family, personal, and business financial and insurance needs. There is not fee for a
consultation or insurance and financial review. We offer Life, Health, Property and Casualty Insurance, as well as Annuities, Social Security,
Retirement and College Planning, and Portfolio Management.
I graduated from Purdue University, starting my college career as an engineering student, but it just didn’t feel right. I decided instead on a degree
in Consumer Financial Counseling and Planning. I have since received the designations of Accredited Asset Management Specialist and Chartered
Retirement Planning Counselor from the College for Financial Planning. I’ve worked in several areas of financial services, insurance, lending, back
offices of a financial firm, and investment advisor. In 2013 I left the corporate insurance world and decided to go out on my own. My partner, David,
who was my boss at the time, left shortly after I did and joined me. Eight other advisors from the same corporation have since joined us. We currently
have offices in Venice and Sarasota, and plans are in process for a Fort Myers location. We are licensed to do business in Florida, Indiana, Virginia,
West Virginia, Maryland and Massachusetts, and Texas.
I moved to Florida in 1998 from Indiana, and live in South Venice with my dog, Miss Daisy.