Andrew Koehneke - Managing Partner at Insurance Specialists of SW Florida
    Andrew
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    Stephen Poll, CPCU - Certified Financial Planner (Bonita Springs) at Insurance Specialists of SW Florida FL

    Stephen Poll, CPCU

    Certified Financial Planner

    Bonita Springs

    Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over seven years. He is the owner of Clay Financial. Born in Perrysburg, Ohio, Stephen later moved to Florida, where he met his wife, Gabby.

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