As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business. Building a long-lasting relationship with our clients is our number one priority.
Originally from the suburbs of Philadelphia, Doug graduated Cum Laude from Gettysburg College double majoring in Economics and Management.
After working for a financial planning firm in Philadelphia, Doug decided to move to Florida in 2002. With experience at both State Farm and Banker’s Life, Doug took time in developing Strategic Insurance and opened the independent agency in 2006.
Doug enjoys working with clients to help solve the wide array of insurance and financial challenges that clients face today. His goal is taking time to educate clients on their options and choices to better protect their families and businesses. Being an independent insurance advisor allows Doug to choose from a wide variety of companies and coverage’s to help his clients make the best decisions on their insurance needs while finding the best price for their hard-earned dollars.
Doug is involved with several local business organizations including Past President of the Pinellas Association of Insurance Agents, & Agency Roundtable Member for Citizens Insurance. In September of 2015, Doug was featured in Insurance Business America, a national insurance magazine, as one of America’s Insurance “Young Gun’s” which was quite an honor. Click Here for details. Continuing his professional development, in 2015 Doug acquired a professional insurance designation for Cyber Risk Management, to better help companies protect themselves against data/cyber breaches & the threat of stolen information being taken from their computers and networks.
In 2016 Doug was named one of Tampa Bay Business Journal’s Up Top 40 Under 40 Up & Comer’s. In 2016 Doug authored his first book entitled Surviving the Insurance Jungle, to help educate individuals & families on how to get the best value for their insurance dollar. Doug takes great pride in creating a company culture where his team members are encouraged, treated like family & can grow in their careers. In 2017 Strategic Insurance was fortunate to be named one of Tampa Bay Business Journal’s Best Places to Work, which was quite an accomplishment as well as recognition to the culture that has been created at Strategic Insurance.
He is married to his beautiful wife Amy Levi, and they are blessed with 3 children. Abigail Grace Levi is 5 years old, Asher James Levi is 3 years old, & Avery Gwen Levi is 1 year old (at time of this update)! Doug doesn’t sleep much, but who needs sleep?! He loves his family & his “wifey for lifey” as Doug affectionately calls her, they enjoy their weekly date night without their kids! In his spare time, Doug enjoys going to the beach, exercising, boating, golf, tennis and spending time with his friends and family. Doug is also committed to his faith as a follower of Jesus Christ & reads the Bible regularly. Doug is also actively involved in the Big Brother Big Sister of Pinellas County program and enjoys spending time with his little brother Matt for the last 8 years.
Volunteering and giving back to the community are a big part of what Strategic Insurance stands for. Currently the Agency is committed to assisting the Florida Youth Ranch once a month to serve the kids meals, Prison Fellowship and Angel Tree Ministry, and Paint Your Heart Out Tampa for the last several years.
Joyce was born in Brooklyn, New York and moved to Baldwin, Long Island when she was five years old where she lived until leaving for college. She went to the State University of New York at Albany where she received both a Bachelors and Masters Degree in Communication. She relocated to Florida from New York in 1993.
After moving to the Tampa Bay area, Joyce and her husband Mitch soon bought a home in Feather Sound. Joyce worked as a Compliance Officer for North American Mortgage Company. After many years in that field, Joyce became a stay at home mother with her first child, Jacob and then with her daughter, Amanda. She has recently returned to the work-force as the Operations Manager for SIS. She is enjoying the challenge of re-entering the work-force. At SIS she is learning about the world of insurance and is responsible for accounting, monthly reporting, updating and creating policies and procedures and human resources.
Joyce also gives her time back to the community in multiple ways. She volunteers and participates in many community programs and fundraisers including, Relay for Life, Meals on Wheels, Crohn’s and Colitis Foundation, the Adopt-a-Mile program, and the Parkinson’s Foundation. She is also a Board Member at her Temple, Temple B’nai Israel, and volunteers on planning committees there.
In her free-time Joyce enjoys running and training for local races, including accomplishing her first ½ marathon in 2013. She loves to play tennis, exercise, read and travel, and most of all loves spending time with her family and friends.
LeeAnn graduated from St Petersburg College in Dec 2010 with her Associates Degree in Business Management. She began her insurance career in 2000 as a temporary file clerk at Bankers Insurance. After spending some time at a local Auto insurance agency, where she earned her 220 license for Property & Casualty and her Life/Variable Annuities license, she went to Insurance Resources in the Pasadena area. Her time at Insurance Resources taught her the importance of building client relationships and giving back to the community through various projects contributing to Hospice, CASA, Interfaith Food Pantry, and Voices for Children, a Guardian ad Litem program.
LeeAnn found her knack for leadership when she became involved with the National Association of Insurance Women (NAIW) in 2005. She completed and enjoyed the Communicate with Confidence (CWC) course, and soon became the Treasurer for NAIW. It was in 2006 when she joined the Florida Association of Insurance Agent’s (FAIA) Young Agents Council (YAC), in its earliest stages. She has served as Zone Coordinator since 2007, completed the Florida’s Future Insurance Leaders (FFIL) program in 2009, assisted in creating the executive committee positions and roles, and then earned the First Annual “Young Agent of the Year” award in 2011! LeeAnn has served on both the Events and Membership Task Forces for YAC. Young agents in Pinellas and Hillsborough have contributed to the Interfaith Food Pantry, Voices for Children, and CASA over the past five years with LeeAnn’s countless efforts in leading various canned food drives and back to school drives, including the Annual SmartStart4Kids back to school drive with the Young Agents Council!
LeeAnn recently joined Toastmasters International in May 2012 at the local Suncoast Caring Community Toastmasters Club in Clearwater. She has already proved herself a model Toastie, by holding many roles at the weekly meetings and she has already completed several speeches in her Competent Communicator manual as well as working her way through the Competent Leader manual!
LeeAnn joined the SIS team in Jan 2012 and brings a strong work ethic, a high level of integrity, and a great way of serving our clients in an empathetic manner, giving them peace of mind when they need it most. She has a reputation for her drive, her independence, and is known for always going above and beyond. She has a passion for giving back to our local communities in any way she can as well as encouraging others to do the same as she has shown us not only through her accomplishments with NAIW and YAC, but she has also contributed to the American Foundation for Suicide Prevention and American Cancer Society’s Relay for Life!
LeeAnn is a proud mother of one, she enjoys running, swimming, biking, as well as spending her weekends on our wonderful beaches and at local parks with her daughter!
Phyllis found her genuine passion for insurance in 1996. Phyllis is a fully licensed 220 General Lines Agent. Phyllis has extensive experience with Personal and Commercial lines of insurance. She currently specializes in managing and maintaining Commercial Insurance for many local businesses.
As a member of the SIS team, Phyllis brings with her a wealth of experience, and she brings enthusiasm and compassion for making sure her clients have the best possible protection and that all their needs are met.
In her spare time, Phyllis is a patron of the Arts. Phyllis loves to play piano, attend concerts and spend time with her friends and family. Phyllis is a nature lover and enjoys outdoor activities and supports her local state park by volunteering in cleanup efforts and fundraising activities.
Born and raised in St. Petersburg, Florida, Shelly graduated from Boca Ciega High School in 2009. While in high school Shelly began working at Publix, starting out as a bagger at age 15. From that early start Shelly was soon promoted to cashier. After she mastered that position, she was again promoted. She was promoted to work in customer service in one of their larger stores due to the excellence she demonstrated in her earlier positions. While working at Publix, Shelly tried her hand at school for medical assisting. After completing an internship she decided it wasn’t the career for her and so continued to work for Publix while looking for new career opportunities. It was during this time that Shelly interviewed with Strategic Insurance Services. She decided to give up her now 10 years with Publix to start a new promising career with Strategic Insurance. She loves helping people and was also ready to start on a new path of learning. She was able to do both of these things taking on the challenges in a career of customer insurance in the insurance industry. After only working with Strategic Insurance for a short time, she attained her 440 license in insurance so that she could gain more expertise in assisting Strategic’s clients. She has been a tremendous asset at Strategic Insurance to both their clients and their team.
She is a very proud mommy of two beautiful sons. They love going to all of the amusement parks, carnivals, and events around town. They Spend time together with family and friends making great memories one day at a time.
Sherrin is experienced in the financial industry and finds the world of insurance fascinating, challenging, and rewarding!
After growing up in Lakeland, FL, this native Floridian moved to Seminole where she studied computer programming and accounting at St Petersburg College, before becoming a stay at home mother and raising two daughters. When the second daughter entered high school, Sherrin became an administrative assistant at a financial firm for several years, transitioned to back office banking at a local credit union, and is now enjoying the exciting world of insurance at Strategic Insurance Services!
Sherrin enjoys being a Big Sister with Big Brothers Big Sisters, having the same “little” since 2011. Another community activity she enjoys is playing clarinet in local bands, including, the St. Petersburg Community Band, Dunedin Community Band, the Awesome Original Second Time Arounders Marching Band, and the Select Second Winds, which includes community choruses in a highly regarded Christmas Concert.
In her spare time Sherrin loves to walk the beach, read, do yard work and cook for her children. She now is living in Clearwater near her lovely daughters and she has extended family in Lakeland and visits often.
Michael Wells was born and raised in Pinellas County and is proud to be named after his father, Michael Wells, I. Both his parents tragically passed away from cancer during his early teen years and he was adopted by his cousin and wife. He is the oldest, middle and youngest child with four sisters (two older sisters biologically and two younger sisters through adoption).
For a year, Mike lived in Texas and was part of a ministry called ALERT (Air Land Emergency Resource Team). While there he did 9 weeks of Basic training (similar to the military), 11 weeks of Emergency Response Training and 32 weeks of Building Trades. He is trained and certified in search and rescue, High-angle rescue, basic fire fighting, basic plumbing, basic construction, police diving and various other certifications. He has assisted in several police investigations and has been deployed with Samaritans Purse on four different disaster relief responses.
As a member of the SIS team, Mike is an Administrative Specialist and serves in various capacities to assist his team members. He is a full-time student at SPC and is working on getting his B.S. in Business Administration, as well as becoming a 4-40 insurance agent.
Mike is a born-again follower of Jesus Christ and is an active member of Lakeside Community Chapel. He enjoys going to the beach, going for runs, nature walks and reading.
JJ is originally from upstate New York and has called Pinellas county home for the last 43 years. Married to his wife, Heather, for 22 years, together they have 2 sons, Liam age 17 and Quinn age 10. “Besides my faith, my family is the most important aspect of my life. They are a major reason why I do what I do.”
JJ’s introduction to insurance came by way of a personal and frightening experience. What began as a birthday celebration for his son ended with a trip to the hospital after JJ unexpectedly passed out. Like most people in that situation “What if?” is the question he asked himself that day. What if it wasn’t a random event? What if instead of a common vasovagal episode his heart had stopped, leaving his family without provision? Thank goodness this wasn’t the case, but it was a catalyst for change.
JJ knew he had to make a plan for his family, so he took the first step. He called up a friend who was a risk advisor specializing in life insurance. Talking about life planning was uncomfortable but given the alternative he knew it was necessary to ensure his family’s future. As the appointment came to a close and peace settled over him, JJ asked the question that would begin to change his career, “Tell me about your job.” His friend responded, “It’s not a job, it’s a mission.”
For the last 3 years, JJ has made it his mission to help individuals protect their families from a potentially devastating financial loss. “Most people think like I did, tragedy is something that happens to other people. Another common misconception is that protection is too expensive.”
Working now at Strategic Insurance in the Personal Lines department, JJ is providing protection and service for his clients in all aspects of Personal Lines insurance, including life insurance, where his journey first began.
Born and raised in Lancaster, Pennsylvania, Danielle joined the United States Navy shortly after graduating from high school and served from 2004-2009. Upon exiting the military, she became very involved in the health and fitness world and became a co-owner and operator of a CrossFit gym in Texas. She has remained a Personal Trainer since 2011 and continues coaching people towards their health and fitness goals. She has a passion helping others create a better quality of life for themselves. Since moving to Florida with her 8-year-old son in January of 2019, she made the decision to join the winning team at Strategic Insurance Services and could not be more excited.
In her spare time, she enjoys spending time with her son, working out at CrossFit Tarpon Springs, and participating in outdoor activities. She is also in the process of completing her Bachelors Degree in Business Management.
Amy Young grew up in St. Louis, MO. After a successful career with Citicorp Financial Services, where she gained expertise in mortgage loan origination and mortgage collection services, she relocated to sunny Clearwater in 1985. In Florida, she accepted a position as financial manager with Solarmax, Inc., where she gained knowledge and expertise working with local banks and lending institutions on the different underwriting guidelines for Florida mortgages.
Amy explored her love for creativity and independent entrepreneurship as a designer working in the Salon industry from 1988-2001.
She made a leap of faith and joined Dollar Rent a Car in 2001-2009 seeking a long term career with one of the most successful companies in the industry. There she held positions as an operations manager later to become Sales and Marketing Manager, clearly defining her passion. She further pursued her proficiency in car rental operations as an Independent Operator for DTAG in Clearwater, exceeding boundaries of success in the Clearwater market.
Amy made a decision to further pursue her passion for sales and marketing in March 2014 when she obtained her 20-44 insurance license. She joined the team of Strategic Insurance Services in February 2015 where the agency provided her the resources to assist her and help her clients with all their personal insurance needs. She currently specializes in home, flood, automobile, umbrella and other personal insurance products.
Amy loves spending time at the beautiful gulf coast beaches and enjoys the many amazing outdoor activities the area has to offer. She attends local art shows and music venues and attends almost all of the amazing seafood festivals. Amy is an early riser and spends her mornings in the gym before the rest of the world is awake and loves getting an early start on the day. She thoroughly enjoys biking to shop the local outdoor food markets and cooking at home. Amy also likes basking in the sun for therapeutic down time and relaxation.
Anthony “Tony” Mella is a born and raised Floridian from St. Petersburg. He has lived in St. Pete his entire life and has even lived in the same house since he was born. Graduating from St. Jude’s Cathedral School, St. Petersburg Catholic High School, and cum laude at the University of South Florida St. Petersburg, Tony is no stranger to St. Petersburg or Florida. He traveled as far north as Tallahassee, as south as Key West, and many places in between.
While he and his younger brother Andrew are native Floridians, the rest of their family are native New Yorkers. His family spans Brooklyn, Long Island, The Hamptons, and the Bronx. This is where his love of the Yankees, the Giants, and the Rangers comes from. Despite this, he has been known to visit the Trop now and then.
At USFSP, Tony majored in Business Management with an international business minor. Business has always been something Tony has found passion in. He has held various management roles from a scooter dealer, taxi company, and in the service industry as manager of Feola’s Italian, a local favorite.
Tony realized that as passionate as he is about business, there was an area of business he could excel in even further. And this was insurance. While at St. Pete Catholic, Tony was a participant of InVEST, a national program that gives students a taste of the insurance world. Tony managed an agency in the program and even finished number 2 in the nation!
In 2016, Tony’s InVEST instructor, Gary Preston, put him in touch with SIS. It was this meeting when Tony became part of the Strategic Family. He started as a production assistant in January 2017 and in January of 2018, is now a licensed 2-20 Risk Management Advisor! Tony has a broad knowledge of homeowners, auto, umbrella, and commercial lines as well. Designated the “SIS Flood Geek,” Tony is very experienced in the world of both National Flood Insurance as well as the many private market options available as well.
Outside of the world of insurance, Tony finds many ways to put his free time to use. He enjoys spending time with his family and friends. Whether it is sitting down to a nice dinner, going to Disney, collecting timepieces, or going to car shows, Tony has an amazing time as long as he is with the people he loves.
Craig Balco was born and raised in Philadelphia, PA. In 1999, he relocated to South Florida to attend Barry University and moved to Clearwater, FL to complete his bachelor’s degree in business management at St. Petersburg College.
In 2003, after spending most of his teens and early twenties in the hospitality industry, Craig started working with a computer and office supply company located in the Tampa Bay area. Over the next 9 years, he consistently set company sales records helping the company grow from 15 employees to over 55, eventually becoming Vice President and minority owner.
In 2011, Craig decided to take his passion for sales and service and embark upon a career in insurance, obtaining his Property and Casualty Insurance license (220 license). Over his nearly eight-year career in Insurance, he obtained additional professional insurance designations, adding Certified Professional Insurance Agent (CPIA) and Commercial Lines Coverage Specialist (CLCS) to his impressive credentials. He is currently on the board of PAIA (Pinellas Association of Independent Agents), in line to be the next board President.
Craig is currently married to the love if his life, Anastasia. They have three beautiful children: Nicole (12), Shawna (9) and Craig III (6), or Trey as he in known by those close to him. In what little free time that a family with 3 children allows, he loves golfing and fantasy sports.
Originally from the Dominican Republic, Carmen has lived in Florida for over 25 years residing in the Port Charlotte, FL area with her husband Alex. Carmen has owned a bookkeeping business for over 10 years & wanted to broaden the scope of services she could offer her clients. Carmen focuses on commercial insurance, home & auto insurance. Carmen is fluent in Spanish. When Carmen is not working with her clients, she can be found in her garden as well as spending time with her friends and family.
Ty Lieu is an Army veteran. He was born in Vietnam and came to the United States when he was 4 years old. Ty grew up in Los Angeles, CA. He joined the Army as an Infantrymen in 1996 and was stationed in Oahu, Hawaii. After the Army, he moved to Colorado and joined the National Guard.
Ty received a bachelor’s degree in Computer Science & Engineering from the University of Colorado. In 2005, he and his uncle started a business selling lucky bamboo plants. In 2009, he acquired full ownership of the business and moved to Florida. He continued to run the business until he sold it in 2018. In 2019, Ty came to SIS because he loves the idea of working with an independent agency to help clients select the proper insurance coverage and at the same time help them find the best possible price.
Ty is married to his deaf wife, Tami, for over 6 years. He is fluent in American Sign Language (ASL). He has 2 step-children. Ty loves to learn. He enjoys reading the Bible and absorbing as much information as possible. In his spare time, he is studying for his IT Network Security exams and Cybersecurity exams. On the weekends, he is usually making home improvements, doing home repairs, building something, or working on his cars. Ty volunteers and help teach ASL with his wife at his church. He is also serving as the ASL-English interpreter for the Sunday services at his church.
Originally from Tampa, Mark has been in the insurance & financial services business for over 15 years. A passionate University of Florida alumni Mark brings a deep understanding of the needs that individuals & families have for protecting their assets & businesses. Mark works with clients in all areas of property & casualty insurance including home, auto, & commercial insurance. When Mark is not working with clients, he’s often coaching competitive youth soccer here locally.
Lori Reed is originally from Michigan. She has had the pleasure of being “Southern” for 38 years of her life, calling Jacksonville home for the last 20 years. Starting out in 2002, Lori began her journey into insurance. She has spent the last 16 years of her career learning, living and breathing insurance. During that time Lori has focused on her clients needs, assisting them with their home, auto, life, health & business insurance. Lori is married, has two daughters and one granddaughter. When she is not working, she can be found spending time with my family & friends at her river property in Madison, FL.
Francesca Alonso was born and raised in Bronx, New York and her family moved down to Florida when her father retired in 1996. She attended the University of South Florida from 2003-2009 earning her Bachelor’s in Communication Sciences and Disorders as well as her Master’s in Speech Language Pathology. Francesca is a Board Certified and State licensed Speech Language Pathologist. She has worked with children and adults but with primary focus on geriatrics.
After the birth of her son, Anthony, Francesca changed career paths and pursued her license for Personal Lines Insurance. Her mentor is her husband, who has been in the insurance industry for 15 years. Her experience with the medical industry has provided her with patience and diligence to work in any line of business.
Francesca and her husband are “foodies” and enjoy eating “everything and anything.” Even more than that, she loves spending time with her toddler and watching him grow and learn.
Matthew graduated from Countryside High School in May 2018. He started a summer job with Strategic providing support to both the Commercial Lines and Personal Lines Departments. He continues to work part time while being enrolled as a full-time student at St. Petersburg College. His goal is to go into nursing and then ultimately to become a pediatrician.
Matthew played on the Varsity baseball team in High School and still loves to play the sport. Matthew loves to go outside, fish, play sports and be adventurous. Matthew loves spending time with his family, friends and his dog. Matthew also is a huge fan of both the Buccaneers and Rays.
Lexie Arma is helping the team at Strategic Insurance with a variety of special projects as the agency grows. Lexie works part-time while going to St. Petersburg College to pursue a nursing degree. In her spare time Lexie babysits & enjoys spending time with friends & family.