About Us
Vincent Michael Erb
Founder & CEO
Vincent Michael Erb is a licensed Insurance agent with a focus on providing “safe money options” to clients. He started his business in 2002 but has been in the financial services industry for much longer. Vince is dedicated to changing the lives of others for the better by helping them acchieve their long-term financial goals. He established Retirement and Insurance Services of Florida, LLC to help individuals and families eliminate as much confusion as possible in planning their financial future. He grew up working in his parents’ gas station and garage in New York, and has a Bachelor of Science in Electronics Engineering Technology from the University of Texas at Arlington.
In 1985, Vince was shocked to discover some of the simple fundamentals of money management, like Rule of 72 and compound interest. If these concepts were foreign to him, an engineering and technology student with three levels of calculus, then many others, he figured, would face the same level of difficulty. In 2002, after being laid off from Lucent Technologies, he returned to the financial services industry. Since then, he has only offered clients “safe money” practices to help them pursue their goals.
Vince is a registered member of the National Ethics Association. In addition, he does everything he can to stay on top of industry rules and regulations, and attends 6-8 conferences a year for agent/product training. Vince is a hard-worker, funny, kind, and humble. When not working, he enjoys spending time with friends and family; he is the proud father of three children.
Lisa Chandler
Transfer Supervisor
Lisa Chandler’s position with Retirement and Insurance Services of Florida, LLC is Transfer Supervisor. Her primary responsibility is facilitating transfers between carriers, but she assists Vince in just about everything required to provide outstanding service to our clients. From RMDs to address changes, booking venues for our seminars, and orchestrating in-house mailers.
To Lisa, helping others has always been her passion, and she can’t think of a better way to do just that (short of being a doctor) than working with us. She finds it incredibly fulfilling getting to help so many people reach their financial retirement goals. If you were to ask one of Lisa’s friends to describe her, they’d say she’s kind, giving, and an amazing cook (prior to working with us, she worked in fine dining). When she isn’t helping clients, Lisa enjoys cooking for friends, going to see live music, gardening, painting, and, of course, cuddling with her pets. She has one cat (an American Shorthair named Booker) and two dogs (an Australian Shepherd named Kiba and a Dachshund named Pumpkin).
Joedy Vega
Appointment Setting & Office Support
Joedy A. Vega works in appointment setting and office support. What this means is that her responsibilities include answering phone calls, answering client questions regarding all our products, populating seminar lists with potential clients, sending mailers, and providing administrative support to all office personnel on a daily basis. Joedy studied Business Management from 1993 to 1995 at William Patterson University in Patterson, New Jersey. After leaving college, she pursued a career in Restaurant Training/Development with Ruby Tuesdays Corporation and then Retail Clothing District and Project Management with Pacific Sunwear. She began working with us at Retirement and Insurance Services of Florida, LLC, to explore a new industry with many avenues to explore. Joedy has known both Vince and Lisa for around ten years, and fits in with everyone else at the office excellently, too.
Joedy is outgoing, energetic, professional, caring, witty and smart. When not working, she enjoys cooking, attending sporting events, traveling, dancing and just about any outdoor activity. She also, of course, enjoys spending time with her family. Additionally, Joedy currently co-hosts a podcast called “The Auntea’s” and considers it the best personal goal she’s attained in a long time.
Kelly Egli
Medicare Specialist
Kelly is a Medicare Specialist with Retirement and Insurance Services of Florida, LLC. She’s a licensed Medicare Agent and is responsible for walking clients through how to apply for Medicare and how it works. Her top priority is making sure our clients are educated on the subject and can select the Medicare plan that suits their personal needs.
Prior to working with us, Kelly owned her own advertising agency for ten years. She then moved into a sales position at Bright House Networks and eventually got her Health, Life, and Annuity licenses. Kelly is a detail-oriented individual who cares about her clients; she has a good sense of humor and a positive outlook on life. In her spare time, she likes to read, play the guitar, and hike. She also has a cat named Zane.
Brooke Frauenfelder
Assistant Money Chaser
Brooke is responsible for interacting with clients and employing various strategies to assist them with their safe money needs. She enjoys facilitating new relationships with clients and the opportunity to help them improve their retirement strategies. She decided to take this position after witnessing the level of care and consideration Vince takes in his work; Retirement and Insurance Services of Florida, LLC truly prioritizes the best interest of our clients above all else.
Brooke is intelligent, funny, articulate, professional, and caring. She takes the time to make clients feel like family. She graduated from the University of South Florida with a Bachelor’s Degree in Psychology, and previously worked in special education and the hospitality industry before coming to work with us. When not helping clients, Brooke loves to kayak, take trips to Disney World, travel, and watch movies. She also has a dog named Skoop.
Wendy Hillman
Appointment Setter, Seminar Scheduler, Notary Public & Health Insurance Agent
Wendy Hillman is a licensed Health Agent and licensed Notary with Retirement and Insurance Services of Florida, LLC. However, she’s also responsible for helping out with many other things around the office, most notably scheduling seminars. Wendy enjoys getting to know clients on a personal level and helping solve their problems; we treat clients like family here.
Wendy graduated from the Academy of the Holy Names in South Tampa and then attended the University of South Florida. She’s been a Notary Public commissioned by the State of Florida since 1996 and has a 2-40 Florida Resident Health License. She worked in medical billing for about 10 years before moving to Senior Administration/Manager positions. When her second daughter was born in 2004, she decided to become a stay-at-home mom, and then a homeschool mom. She went back to work in 2012, again in Office Management positions. When she was furloughed in 2020 due to COVID, Wendy decided to try something new and started working at a Medicare call center, transferring customers to agents, eventually getting licensed and becoming an agent herself. She worked in Medicare sales for three years before joining Retirement and Insurance Services of Florida, LLC in 2023.
People often describe Wendy as extremely helpful. She’s always eager to help others and take a crack at solving problems. Plus, she’s a great communicator, outgoing, energetic, and always kind towards others. When not working, Wendy enjoys spending time with her family. She lives in Brandon, Florida with her husband, David. Their daughters are Hayley, who is almost 26, a gymnastics team coach and gym manager, and lives in Germany with her husband Anthony, who is in the Air Force, and Quinn, who is almost 20 and is a licensed Optician. She’d consider herself a Mickey Mouse, Alice In Wonderland, and Wizard of Oz fanatic. She also loves sunflowers and dragonflies and has three cats and a dog: Lilo, Nani, Stitch, and Scrump.
Peier Morteboy
Health Insurance Agent
Peier Morteboy is a licensed health insurance agent with Retirement and Insurance Services of Florida, LLC. She decided to enter this line of work because she understands the importance of providing everyone with the options they need to fit their unique situation. She also enjoys the pace of the work environment, which offers plenty of opportunities to learn and improve client satisfaction. Our team is consistently thoughtful, friendly, and supportive toward clients.
She graduated in 2017 with a Master’s degree in Family and Consumer Sciences. Before moving to Florida, she had a background in design work. Peier is motivated, analytical, a team player, and passionate about helping others. She also has extensive experience in sales and customer support. In her spare time, she enjoys painting, reading, and cooking, especially for her family.
Giving Back To
Our Community
We understand that not everyone out there is as fortunate as we are. As a result, at Retirement and Insurance Services of Florida, LLC, we believe in the importance of giving back to our community. We take several approaches to this: Fundraisers, charity events, etc. To do this, we collaborate with multiple charitable organizations here in Florida, and work to maintain those partnerships.
Get in touch with us if you have any questions about the events we host.
Or, if you think there’s a local charity that needs our help, you could also reach out to us regarding that. We’d be happy to look into it.
