Life & Health, Annuities Medicare, Business Solutions
Series 6, 63, 65 Securities Licenses
MEET THE CoFOUNDERs
Hello, I'm Peggy Barrett!
My Dedication to Service: For 28 years, I dedicated my career to the important mission of Meals on Wheels. I had the privilege of serving as CEO of Broward Meals on Wheels and Board Chair of the Meals on Wheels America Association. This experience instilled in me a deep passion for helping others and a strong belief in the power of community.
My Transition to Finance: After retiring from Meals on Wheels, I wanted to continue making a meaningful impact. I saw a connection between my nonprofit work and the financial services industry – both are about empowering people and helping them achieve security and well-being.
My Commitment to Financial Well-being: I'm now a licensed professional in life and health insurance and hold Series 6, 63, and 65 securities licenses. I believe that financial planning is crucial for a secure future, and I'm dedicated to educating and guiding my clients on their path to financial success.
Why I Co-Founded 2nd Life Consulting LLC (2LC):
I co-founded 2LC because I believe everyone deserves access to sound financial guidance. My experience in the nonprofit world taught me the importance of compassion, empathy, and personalized service. I bring these same values to my work in the financial industry. I'm excited to be part of a team that is committed to making a positive difference in the lives of our clients.
MEET THE CoFOUNDERs
Hello, I'm Joe Barrett!
My career: started over 40 years ago in the exciting world of computers. I moved from customer service to specializing in technical services for corporate events, working with big names like the NBA, Microsoft, Adobe and more. This experience sparked my entrepreneurial spirit, and I built and grew several successful businesses.
My Passion: I've always been passionate about understanding and meeting client needs. That led me to explore the real estate and insurance industries, where I gained valuable insights into what makes people tick.
My Values: Throughout my career, I've focused on providing practical, down-to-earth solutions with integrity and a genuine desire to help. I believe in building strong relationships with clients and always putting their needs first.
Why I Co-Founded 2nd Life Consulting LLC (2LC):
I'm excited to bring my diverse experience and client-centric approach to 2LC. I believe in our mission and am passionate about helping our clients succeed. I'm thrilled to be part of this team and look forward to building a successful future together
Life & Health, Annuities, Business Solutions
Meet the Team
Petrina Stinson
My Why:
I understand firsthand the importance of being prepared for life's unexpected turns. My personal experiences have ignited a passion within me to help families protect their loved ones and secure their financial futures, ensuring they're never caught off guard.
My Passion:
I'm driven by a deep desire to empower individuals and families to take control of their financial well-being. I believe everyone deserves access to clear, simple, and personalized guidance when it comes to life insurance, regardless of their background or financial knowledge.
How I Work:
I take a personalized approach to every client interaction. I prioritize understanding your unique circumstances, goals, and concerns. My focus is on simplifying the often-complex world of life insurance, making it easy for you to understand your options and make informed decisions.
My Commitment:
I'm committed to providing a better experience – one built on trust, transparency, and genuine care. My goal is to help you create a plan that not only meets your needs but also provides you with peace of mind that comes from knowing your family is protected, no matter what the future holds.
Life & Health, Annuities, Medicare
Dominic Carlina
My Why:
Financial literacy and education are deeply personal to me. I've seen firsthand how financial struggles can impact families and friends. Growing up, "The Talk" about money just never happened for me. That experience ignited a fire in me. This personal experience fuels my core belief: everyone deserves the chance to understand how money works and how to make it work for them I believe that access to financial knowledge empowers people to build the lives they envision.
My Passion:
I'm driven by the idea of democratizing financial knowledge. I'm not just about numbers; I'm about people. I'm passionate about crafting compelling narratives that resonate, building trust, and driving engagement.
How I Work:
I use my expertise in strategic thinking, data-driven insights, and impactful communication to connect with people on a human level. I understand that finance can be complex, and I'm committed to making it accessible and understandable for everyone.
My Commitment:
I'm committed to making a real difference in people's financial well-being. I'm here to help them navigate the complexities of finance, realize their full potential, and achieve their financial goals.
Life & Health, Annuities
CLIENT TESTIMONIALS
Peggy has been a lifeline during a very difficult time. After losing my husband, I was overwhelmed trying to understand the complexities of retirement benefits, social security, and his pension. Peggy patiently guided me through it all, not only explaining what I had but also helping me create a plan for the future. She continues to be a source of support, readily answering any questions that arise. I'm so grateful for her expertise and compassion.
Marge P - GA
Peggy is a pleasure to work with. Her professionalism is top-notch, and she consistently delivers effective solutions. I've been impressed by her thoroughness and competence on multiple occasions. Highly recommend Peggy for anyone seeking expert assistance.
Cheryl Q - FL
Peggy is a professional who has provided invaluable support during my career transition. Her expertise in retirement planning was instrumental as I navigated leaving one job and starting a new career. Beyond my own experience, I've referred numerous colleagues and friends to Peggy, and they've all benefited from her highly competent and thorough approach. I wholeheartedly recommend Peggy to anyone seeking financial guidance.
Melinda M - GA
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