Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Experience

Asset Money Management, Inc. expands our services by offering professional money management through our strategic investment partnership with third party money managers. Our firm selects third party money managers that offer investment knowledge and corporate strength.

We currently work with our broker/dealer, PlanMember Securities Corporation, a registered Broker/Dealer and Investment Advisor to offer our clients a wide range of investment managers and annuity programs to meet specific needs and unique circumstances.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tracy Gillette CFP®

813-914-0440

tracy@tracygillette.com

Tracy Gillette has been in the financial services industry for over 20 years. He holds a Bachelor of Science in Finance from University of South Florida, Tampa, FL and a Bachelor of Science in Management from Park College located in...

Elihu Woolfson

813-914-0440

As a financial professional and an active member of his community, Elihu is dedicated to helping individuals and businesses build their financial futures. Academic achievements include:Monmouth University, BA from Monmouth University...

Chad Gillette

Chad works as a service coordinator. He has his Notary License as well as other certifications.He has worked with Bill Good marketing and received the Master Certification for CRM.