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John Crofts Gorsline, the founder of The Gorsline Companies, has earned an international reputation providing for the many facets of insurance coverage for his corporate, professional and celebrity clients. With a career spanning more than 40 years in the insurance industry, he has developed a thorough understanding of the lifestyle issues and concerns of high net worth individuals.
John helped pioneer motorsports insurance underwriting over 3 decades ago when he began working directly with insurance underwriters to enhance and improve the policies of high risk professionals and athletes.
In association with well-respected colleagues throughout the world, The Gorsline Company provides personal and corporate insurance planning to clients who are listed among the Fortune 500 firms, as well as small business owners and entrepreneurs. He has been quoted in many publications, including the New York Times, USA Today, Autoweek, Stock Report, Business Strategies and Sports Car Illustrated and was quoted in the best-selling Tom Stanley book, "Networking to the Affluent."
According to John, his company's mission is simple. "We embrace our clients and do absolutely the best job we possibly can for them. We are diligent about keeping in touch with them to make sure we are still accomplishing this objective. We don't want a lot of clients. We strive every day to better ourselves to earn our client's faith, trust and confidence."
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Bert is a self employed, independent financial services associate of National Financial Resources in Jacksonville, FL. He has more than 27 years of experience in this field and enjoys the responsibilities that come with advising clients who seek the benefit of his knowledge, experience and insight regarding their financial portfolios.
He has a business degree from Jacksonville University and numerous awards of excellence within the corporate planning community. Bert regularly works with business owners, executives, professionals and retirees regarding their financial goals and aspirations.
Bert is married to Demetria, for over 21 years, and has one daughter Emily.
After graduating from college in 1976 he worked within his family's aerospace manufacturing business that was established by his father in 1946. The business is thriving today after more than 60 years and is now under the control of Bert's nephew, Scott, a rare third generation transfer was completed in 2001.
As an Investment Advisor Representative and Registered Representative of Equity Services, Inc., Bert is responsible for designing and implementing carefully laid out investment, risk management and estate planning strategies for his clients.
Over the years he has developed a sincere respect for various charities and non-profit organizations. Bert is a trustee for the Harry and Sylvia Livingston Philanthropic Fund as well as the Bert and Demetria Livingston Charitable Remainder Trust. He is also a board member of the National Committee on Planned Giving, (NCPG) and the 2006-2007 Chairman of the American Heart Association Community Volunteer Board, in Northeast Florida.
Locally Bert has supported and assisted a number of charitable organizations such as The American Heart Association, March of Dimes, Jacksonville University, Boggy Creek Camp, and I.M Sulzbacher Homeless Shelter. He also enjoys assisting individuals in establishing their own family Donor Advised Funds, Charitable Trusts and Scholarship/Endowments.
His business memberships include Chamber of Commerce, Grand American Road Racing, Small Business Resources Network (SBRN), a local network of business professionals who work specifically with small businesses. -Less
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David has been in the financial services business since 1976. His practice has been devoted to serving the insurance and related needs of closely held businesses, while developing a specialty in the design and implementation of qualified retirement plans, such as 401(k)'s for his clients, along with non qualified executive compensation agreements.
In addition to being a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC), David is a Certified Family Business Specialist (CFBS), one of less than 300 in the entire country.
David's focus is on the following areas:
• Tax Qualified Retirement Plans
• Executive Compensation Arrangements
• Business Insurance Planning
• Estate Planning Strategies
• Executive Retirement Planning
• Tax Efficient Strategies for Life Insurance Planning
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Like John, Kim DesMarais' passion for racing goes back many years, growing up a few miles from Elkhart Lake, Wisconsin. Kim attends many races and is John's eye's and ears at the track. Kim handles all marketing trackside and is paramount to our clientele.
Specialties:
Disability income planning for athletes & high risk individuals; Networking at race events -Less
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Sue has been associated with The Gorsline Companies for over 20 years and is the person behind the scenes that makes it happen. She takes care of all of the administrative activities behind my business and life.
Sue has been in the insurance business for over 30 years, managing several carriers' offices. She earned her Masters in the Life Office Management Association which only a few hundred have attained in the entire country. She is fully licensed in all areas of insurance as well. Sue is located in my Rochester, New York office. -Less
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