Our Team

James B. Tollerton, CLU, ChFC

President, Owner

Jim@professionalbenefits.org

Jim specializes in executive benefits and group benefits, disability insurance, charitable planned giving, and retirement services. He has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant, and Registered Health Underwriter. Jim earned his BA at Florida State University. He previously served as a Trust Officer at a local bank and serves on several local boards.

Jay W. Berman  

Jay@professionalbenefits.org  

Jay has been an investment professional for 15 years with 3 major Wall Street firms.  His clientele is diverse: individuals, business owners and family generations.  Strategies include tax advantage, investing, estate planning and conservative wealth strategies.  A University of Florida graduate, Jay also serves on many youth boards and government boards in the Sarasota area.

Taylor Tollerton, RHU

Taylor@professionalbenefits.org

Group Disability Benefits Specialist

A native of Sarasota and a graduate from the FSU College of Business in Risk & Insurance, Taylor specializes in executive/professional benefits and group insurance programs.  She received the designation of Registered Health Underwriter in order to better assist in our clients needs. Previously she interned at Lloyd's of London. 
 

Franz A. Sprenger "Fritz"  

Fritz@professionalbenefits.org

Former Vice President of Human Resources for Sarasota Memorial Hospital, Fritz services tax-deferred savings plans for employees, along with life insurance and long term care.  

Debra Bectal

Debra@professionalbenefits.org

Operations Specialist

Debra has worked in the industry for over 17 years. She serves as an Operation Specialist and Administrative Assistant for the Wealth Management Department.  The Wealth Management area specializes in Retirement Planning, Investment Strategies and Wealth Development.