Our Team

James B. Tollerton, CLU, ChFC

President, Owner

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 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 advantaged 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.

Richard Field

Richard is a registered representative of SII, principal and investment advisor representative of SII. His insurance licenses include Life, Health and Variable Annuity. He has nearly 20 years financial consultant experience with individuals and families. He has a Bachelor’s degree in business and a Master’s degree in management.
 

Hershel Kuykendall

Financial Advisor

Hershel has worked in the financial industry since 2005. He joined Professional Benefits in 2010, as a former Merill Lynch Advisor in Tulsa, OK. A Navy veteran and alumnus of the University of Southern Maine. He utilizes a strategy-based investment process to assist clients in developing long-term wealth management plans and investment strategies that focus on identifying opportunities to help create and preserve wealth for a select group of clients.

Taylor T Collins, CLU, RHU

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"

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 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.