Client Spotlight May 2020
Level5 Management
Our clients count on us to keep their information private, safe, and readily available. We are very thankful for the people at the company we use to make that happen and are glad they agreed to let us brag on them a little.
Ben Filippelli and Theon Paulino are the owners of Level5 Management in Boca Raton, Florida. Several years ago, they showed us what it meant to work on a virtual server and got us going with little or no inconvenience. Ever since, we've been successfully cloud computing and are able to perform 100% of our work from any internet connection. It's been amazing. We consider Ben, Theon, and their entire team a crucial part of our business and they really make us feel the same way.
If you have been thinking about moving your business "to the cloud" or have the desire to be able to work remotely from your company's main location, we highly recommend you contact the folks at Level5 Management.
Level5 Management has been serving the South Florida area since 2008, providing complete IT services, computer support, and IT consulting to small and medium-sized businesses. Level5 Management offers a different kind of IT support for businesses, one that cuts unnecessary IT costs and multiplies productivity.
Level5Cares: Consistent with their philosophy of growing by helping their clients grow and succeed, and in response to the Covid-19 pandemic, they have announced the Level5Cares Initiative. Ben and Theon are calling on the small business community to help each other wherever possible to fill in the assistance gaps and keep everyone open. To do their part, they have decided to award grants to four local businesses in Palm Beach County and Broward County who need a financial boost to survive the Covid-19 reopening. Each of four IT service grants will cover the cost of complete managed IT services for one fiscal quarter to help get grantees back on their feet and to relieve the cost supporting remote workforces or relying on computing more than ever before. The initiative is not a promotional offer, but rather a true assistance grant. Throughout the month of June, local small businesses in need of help can apply directly through the Level5 Management website. The application and full details for the Level5Cares initiative can be found at https://www.level5mgmt.com/news-events/level5-cares-initiative.
To learn more about CompleteIT and the other services they offer, visit www.level5mgmt.com
Client Spotlight April 2020
Lieutenant Colonel Karen E. Riecks, USMC, Retired.
"Keep Up The Good Work" was a favorite phrase of Karen's dad, one of my first investment advisory clients. Karen and her siblings heeded that advice and are great examples of the American Spirit.
After 25 years in the military, Karen retired to Florida to be near her dad. She has since become a client and I'm happy to be considered one of her trusted professionals. Together we strategize the financial aspects of her retirement, including asset management, budgeting, tax, and legacy planning.
Karen lives in a retirement community in Ft. Myers, Florida, which allows her the freedom to continue her life long passion of helping others. She volunteers for Wycliffe Associates--a nonprofit mission organization that provides open source, accelerated Bible translation services to people across the world that do not yet have access to the Bible in their native or heart language. Through this work, Karen helps people all over the world.
