About
Who We Are
Professionals Who Care
At Assurity Financial Group our top priority is to help you stop worrying about your money. We believe it's time for a new approach to retirement planning.
David Appleby, ChFC®, CLU®, CASL®, RICP®,CTSTM, EA®
President
David has been in the financial field for over 30 years in the Bradenton and Sarasota area. His passion is to assist those approaching retirement and current retirees with an approach to allow them to not worry about their money. David...
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Monica Appleby
Office Manager/Licensed Insurance Agent
Monica is very devoted to her profession and truly enjoys working with people as she is directly in sales and customer support. Born and raised in Northern California, Monica moved to Florida after meeting and marrying the love of her...
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Paul McClure, CPA
Tax Preparer
Paul’s career has spanned a wide variety of professional experiences that have passed through our nation’s largest accounting/CPA firms, small and mid-size corporations, ownership of his own tax and accounting businesses, as well as...
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Charmaine Appleby
Office Assistant
Along with enthusiasm and charisma, Charmaine brings her creative and organizational skills to the position of Office Assistant. Charmaine manages around-the-office tasks and provides vital support. Charmaine has a love for people and...
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