Our Team

Todd and Amy serve as managing partners of Advocate Financial. They provide tailored financial services in retirement and estate planning, prioritizing an unbiased approach that emphasizes growth, protection, and retirement income.

As a husband-and-wife team, Todd and Amy West exemplify a commitment to financial literacy and community service. With a servant-hearted approach, they are passionate advocates for enhancing financial awareness that focus on safe money strategies. Their dedication to educating individuals and organizations has garnered national recognition across various media outlets.

Licensed by the State Department of Financial Services Todd and Amy are specialists in the FRS Pension and DROP program. While the Florida Retirement System offers some resources regarding your retirement benefits, understanding this information can be challenging, and it often lacks personalized guidance tailored to your unique circumstances. By working with Todd and Amy West, you gain access to specialized advice from financial professionals who possess extensive expertise in FRS retirement benefits, ensuring you receive educational and informative support for your retirement planning.

Todd and Amy are also certified Federal Retirement Consultants℠ serving Federal employees nationwide. The FRC℠ designation is professionally listed with FINRA which signifies exceptional knowledge in Federal benefits and adherence to the highest ethical standards. While the Federal Government offers some resources regarding your retirement benefits, understanding this information can be challenging, and it often lacks personalized guidance. By working with a Certified Federal Retirement Consultant, you gain access to specialized advice that is personalized to your needs.

Based in Florida with their three sons, Todd and Amy remain devoted to their family and community, instilling the values of academic excellence, athletic achievement, and civic engagement in their children.

Our Commitment:

Integrity - Committed to the highest level of professional and financial integrity
Relationship - Clients needs come first, above all else
Passion - Servant heart and passionate about our clients success

Licensed in: Florida, Georgia, Texas, Illinois, Tennessee, Nebraska, Iowa

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Carrie Battaglia - Independent Financial Expert

Carrie is a retirement and life insurance specialist helping clients with their retirement and insurance needs. As state licensed retirement specialist and financial advocate Carrie helps educate clients to obtain growth, protection, and guaranteed retirement income.

Carrie has over 20 years experience assisting consumers and businesses and is licensed in Georgia and Florida.

My Commitment:

Integrity - Committed to the highest level of professional and financial integrity
Relationship - Clients needs come first, above all else
Passion - Servant heart and passionate about our clients success

Licensed in: Georgia, Florida

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Jason Tulchinsky - Independent Financial Expert & Federal Retirement Consultant℠

As a dedicated Retirement and Life Insurance Specialist, Jason is committed to helping clients navigate their retirement and insurance needs with confidence. Holding state licenses and recognized as a Federal Retirement Consultant℠ (FRC), he empowers clients with the knowledge and strategies necessary to achieve growth, protection, and guaranteed retirement income.

With over 30 years of executive-level management experience, Jason brings a wealth of expertise to his practice, ensuring that each client receives personalized attention and comprehensive solutions. He is licensed to serve clients in Illinois and Florida.

My Commitment:

Integrity - Committed to the highest level of professional and financial integrity
Relationship - Clients needs come first, above all else
Passion - Servant heart and passionate about our clients success

Licensed in: Florida, Illinois

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William J. Sanchez - Attorney Esq. (WS Legal Services)

Mr. Sanchez has been practicing law in Florida for over 15 years assisting Floridans. William completed his bachelor's degree at the University of Iowa where he studied political science. After moving from Iowa to Florida he attended Barry University School of Law where he obtained his JD. During his years of practice, he has gained a wide range of experience in different areas of law.

Estate Planning Services

Planning for the future of loved ones is absolutely essential, and having a Will or Trust can make settling your affairs after you pass a more efficient process for your loved ones. Estate Planning provides peace of mind, by knowing that you're in control.

Asset Distribution

Minimize Probate and Taxes

Healthcare Decisions

Guardianship for Dependents

Reduce Family Conflicts

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FL-W499974 / FL-W497502 / FL-W676669 / GA-3344623 / FL-G008123 / IL-20741943

The information provided on this website is intended solely for educational purposes and should not be construed as specific tax or legal advice. We advise our users to consult with qualified tax or legal professionals regarding their individual circumstances before making any decisions based on the content presented. Certain products discussed may incur fees and may be subject to specific restrictions. Personal reviews will be conducted by state-licensed agents through the state Department of Financial Services, independent of the Florida Retirement System or any Government agency. Videos and content available on this site do not constitute investment advice or an offer to buy or sell any securities or insurance products. The information provided is not intended to serve as a comprehensive analysis of the topics discussed. Any discussions or responses to inquiries are limited to the sharing of general information and do not involve personalized investment advice. We disclaim any liability for reliance on the information provided herein.

We are committed to upholding the highest standards of professional and financial integrity, ensuring that we always act in the best interests of our clients

Todd West

Todd West

Todd West

Amy West

Todd West

Todd West

Read 5-Star Reviews & Client Testimonials

Our Team

Carrie Battaglia - Independent Financial Expert

Jason Tulchinsky - Independent Financial Expert & Federal Retirement Consultant℠

William J. Sanchez - Attorney Esq. (WS Legal Services)

Our National Partners

Contact Us

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