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Joe Dombroski

Joe has a bachelor’s degree from the School of Business at FAU as well as a Risk Management and Insurance (RMI) certificate designation. He has been in the insurance industry for 5 years, specializing in estate planning and tax efficient retirement planning, helping clients mitigate tax exposure in retirement.  He works hands-on with advisors and their clients to fully understand each client’s wants and needs so that he can tailor a plan to fit their needs. It’s important to him to stay relevant so he writes enough personal business to understand and anticipate the advisor experience.  

Joe is client and product driven and spends countless hours studying products and companies, to ensure that the products he recommends are the best options available in the marketplace for that client’s needs. It’s his goal to have producers tell him they have a very satisfied client from the professionalism that he brings to each case, and communicates with each agent in a way that will maximize their success.

In his spare time, Joe enjoys all of the outdoor activities Florida has to offer, especially fishing with his son.