Business Details
42 Years
experience
Your Trusted Insurance Partner in Southwest Florida
Established in 1984, Wampler Insurance & Financial Group has grown to become a cornerstone of the Englewood community and the wider Southwest Florida region. Our mission goes beyond offering insurance; we're dedicated to protecting what matters most to youyour health, your life, and your financial wellbeing. As a family-owned and operated agency, we've woven our family values into the fabric of our business, founded on trust, respect, and a commitment to treating clients like family. Our team of experienced agents provides personalized, no-obligation quotes tailored to your unique needs, offering peace of mind and a promise to be there when you need us most.With over 40 years of experience, we pride ourselves on deep community roots, active involvement in local initiatives, and a client-first approach that builds lasting relationships. We are not just insurance agents; we are your neighbors, friends, and partners in navigating life's challenges, ensuring stability and reliability in an uncertain world.
Services
Health Insurance
Life Insurance
Employee Benefits
Medicare Plans
Financial Services
Ancillary Coverage
Details
- Year established: 1984
Highlights and features
- We offer over 40 years of experience in personalized insurance solutions.
- Our team provides tailored coverage aligned with your unique needs.
- Deep community involvement ensures local market expertise and trust.
- Certified professionals deliver comprehensive guidance on Medicare and life insurance.
- Custom employee benefits packages attract and retain top talent for businesses.
What people say
Great group of professionals
Excellent knowledge and experience
Customer service totally awesome
Responsive and friendly team
Custom benefits package success
Services
Health Insurance
Robust health insurance plans designed to cover medical and surgical expenses, providing peace of mind. We offer HMO, PPO, and HSA-compatible plans tailored to individual and family needs. Our experts help navigate coverage options for preventative care, prescriptions, and emergency services.
Life Insurance
Comprehensive life insurance policies ensure loved ones' financial security with term, universal, and whole life options. We provide customizable coverage for final expenses, income replacement, and legacy planning, with flexible premiums and cash-value growth opportunities.
Employee Benefits
Customizable group health insurance solutions help businesses attract talent and retain employees. We design cost-effective packages compliant with ACA regulations, including dental, vision, and wellness programs, while offering HR tools for streamlined administration.
Medicare Plans
Expert guidance on Medicare Part A/B, supplement plans, and prescription drug coverage. Our certified agents assist with enrollment, policy comparisons, and cost management to ensure comprehensive healthcare for retirees in Southwest Florida.
Financial Services
Holistic financial planning services include retirement strategies, annuities, and tax-efficient wealth preservation. We help clients build long-term security through personalized investment approaches and risk management solutions tailored to individual goals.
People
Jonathan Varner
Owner/Insurance Advisor
Former U.S. Army sergeant with an MBA from the University of South Florida. Leads a team serving thousands of clients while actively participating in local boards and community initiatives. Committed to personalized service and client advocacy.
David Wampler
Founder/Insurance Advisor
Insurance industry veteran since 1982 with LUTCF designation. Founded the agency in 1987 and remains active in community leadership through Rotary and YMCA involvement. Focuses on personalized service and long-term client relationships.
Tonya Wampler
Office Manager/Insurance Advisor
Combines 30+ years of nursing experience with insurance expertise to help clients navigate complex health coverage. Serves as both office manager and licensed insurance advisor, ensuring medical insights inform client solutions.
Alfred Current
Financial Services Advisor
Certified professional with 25+ years in financial services. Holds CLU, CLTC, and CTBA designations. Specializes in wealth accumulation strategies, long-term care planning, and tax-efficient legacy solutions for Southwest Florida residents.
Michelle Gilchrist
Account Executive
20-year insurance veteran specializing in group health plans. Provides tailored coverage solutions for businesses while maintaining expertise in Medicare and individual insurance plans. Committed to client education and advocacy.
Questions
What types of insurance do you offer?
We provide health, life, Medicare, employee benefits, financial services, and ancillary insurance solutions tailored to individual and business needs.
Do you serve areas outside Southwest Florida?
While our offices are in Englewood, we serve clients throughout Florida with virtual consultations and remote policy management capabilities.
How do you personalize insurance plans?
Our advisors conduct detailed needs assessments to create customized coverage solutions that align with your specific health, financial, and business requirements.
Can businesses get group insurance quotes?
Yes, we specialize in creating customized group benefit packages for businesses of all sizes, including compliance support and HR administration tools.
Do you help with Medicare enrollment?
Our certified agents provide comprehensive Medicare guidance, including enrollment assistance, plan comparisons, and supplemental coverage options for seniors.
