Our Associates

Keith Lerner
Founder & President

A lifelong Florida resident, Keith is married with three wonderful children. After receiving a Bachelor of Arts degree from the University of Florida in 1984, Mr. Lerner earned both his Chartered Financial Consultant and Chartered Life Underwriter designations from The American College. He also holds certificates in life insurance and financial planning. In an effort to maintain a high standard of excellence, Mr. Lerner participates in continuing education programs as well as maintaining a membership in the Society of Financial Service Professionals.

As a financial professional, Keith Lerner has been assisting veterinary clients for over 29 years to meet their insurance and financial planning needs. During this time Mr. Lerner has helped many veterinarians secure the proper insurance needed to purchase their own practices. In addition he has assisted hundreds of new graduates (from U.S. and offshore vet schools) transition into the professional world. Mr. Lerner has also created and designed benefit programs for the interns, residents and board certified veterinarians of large corporate vet hospitals throughout the United States. To better serve his clients, Mr. Lerner is a member of VetPartners and a frequent guest speaker at vet schools around the country. 

 

David Lerner
Vice President

David Lerner utilizes his knowledge and experience to assist his clients in the areas of disability income insurance, life insurance, and investments. In 2012, David partnered with his father Keith to work with clients across the country in helping them reach their financial goals.

David graduated Cum Laude with a B.S. in Sport Management from the University of Florida in 2011. During his time at the university David was a member of the football team and a member of the 2008 national championship team. He has also received various other awards and honors such as; 3 time SEC academic honor roll 2009-2012, CCFA Dick Schaap Award Winner 2011, One of Gainesville's 20 most interesting people by Insite Magazine 2011, and finally the Principal Financial Group® Pacesetter award in 2015.

David is a lifelong resident of Gainesville, Florida. He resides with his wife Bailey and their two Scottish terriers, Marty and Teddy.

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck