Personal Insurance

The Accurate Insurance Solutions team answers to only one boss – you.

 Robert Leone, Chief Executive Officer
Like his partners, Rob graduated from the University of South Florida in 1995. He entered the insurance and financial services industry as a Prudential Financial advisor. In 2003, he and Gus Gotsis started their own independent insurance agency and investment advisory firm, Capri Marketing. In 2005, Rob and Gus joined their fellow USF alumni, Paul O’Grady, and formed Accurate Health and Financial Services. In 2010, Scott Holcomb joined the firm and brought his HR expertise, prompting the company to establish an employee benefits division and rebrand itself as the Accurate Insurance Solutions. Rob’s philosophy of investing mirrors that of his partners – that educating his clients on value investing helps them to realign their own investment outlook and tolerance for risk. Married and a father of three, Rob enjoys playing soccer and other sports with his children in his spare time. Robert Leone is Insurance Licensed-Only. Securities and Investment advice are given by Paul O’Grady and Gus Gotsis only.
 Gus Gotsis, President
Originally from Rochester, New York, Gus came to Tampa to attend the University of South Florida. After graduating in 1995 with a degree in accounting, he entered the financial arena working for Prudential. In 1997, he and Rob Leone left Prudential to become independent advisors and founded Capri Marketing in 2003. In 2005, they joined Accurate Health and Financial Services, which added an employee benefits division and became the Accurate Insurance Solutions in 2010. Gus has his sights set on helping the company grow carefully and deliberately while providing the best service possible for its clients. His primary goal for all Accurate Advisory Clients is for them to be able to maximize returns on investments in the safest way possible and enjoy a stress-free retirement. When not at work, Gus enjoys traveling and spending time with his family.
 Paul O’Grady, Vice President of Investment Services
Also a University of South Florida graduate, Paul entered into the insurance business with Northwest Mutual in 2001. In 2003, he became an independent advisor, and started his own insurance advisory service. In this capacity, he became highly knowledgeable in health, life, annuities and other wealth building tools. Two years after opening his own agency, Paul joined Rob Leone and Gus Gotsis in forming Accurate Health and Financial Services in 2005. This company evolved into the Accurate Insurance Solutions in 2010 with the addition of an employee benefits division. Paul’s hopes for his clients are that they will achieve their financial goals through the diversification of a portfolio where principal protection is the main objective for meeting their retirement goals. In his time off, Paul is trying to improve his golf game, and enjoys traveling with his wife.
 Scott Holcomb, Chief Information Officer and Vice President of Health Services
Born in Hollywood, Florida, Scott graduated from USF in 1997 with a degree in Information Systems Management. After working in the computer industry for six years, he followed in his father’s and grandfather’s footsteps and entered the insurance business. He began his career working for United Healthcare, then worked his way up to Vice President of an employee benefits firm that had over 350 employer clients. While there, he effectively implemented new technologies and made significant advancements in operational and customer service protocols. In 2009, he started his own firm, Accurate Insurance Solutions. One year later, he merged with his USF classmates and formed the Accurate Insurance Solutions, where he also implemented the same technological advantages for its clientele. His overall objective for clients is to provide them with a level of service seldom seen in our fast-paced world. When not working, Scott enjoys playing all kinds of sports and spending time with his two children.
 Travis Jennings, Registered Investment Advisor
As a Registered Investment Advisor, I concentrate in helping individuals achieve their retirement and long-term financial goals. I bring a personal approach through strategic relationships with leading money managers and insurance firms, helping you work towards building and preserving your wealth with asset allocation, modern portfolio theory, and systematic rebalancing.

I studied economics at the University of South Florida while serving in both active and reserve capacities for the United States Air National Guard. I am active in several civic and charitable organizations, including senior softball leagues, Boy Scouts of America and youth sports. More important than my background is my commitment to you. I work for a unique firm that believes our clients should always come first. That philosophy gives me the freedom to help investors of all portfolio sizes and investment experience.

Securities offered through GF Investment Services, LLC. Member FINRA / SIPC
2080 Ringling Boulevard, Third Floor, Sarasota, Florida, 34237. Phone: 941-441-1902
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.
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