Manny is an Insurance advisor and Business Developer with Discipline Assured Solutions . His passion is helping individuals, families, and business owners protect what matters most through thoughtful insurance and risk management strategies. Drawing on his experience in consumer banking, commercial banking, and wealth management, Manny works closely with clients to identify gaps, evaluate options, and implement solutions designed to help protect their financial future. He believes that building lasting relationships begins with trust, education, and a commitment to serving each client’s unique needs.
Born and raised in Northern New Jersey, Manny began his financial services career after graduating from the University of Hartford with degrees in Economics & Finance and Government & Policy. Following the start of his career in the banking industry, he relocated to South Carolina in 2020 and now proudly calls Mauldin home.
Outside of his professional responsibilities, Manny is actively involved in the local community. He serves as a member of the City of Mauldin Board of Appeals, is a member of the Board of Property Stewardship for Mauldin First Baptist Church and serves as Treasurer for both the Golden Strip Shrine Club and Simpsonville Masonic Lodge No. 311. In his free time, Manny enjoys saltwater fishing, hunting, and spending time with his better half and their fur child.
Licenses
- FINRA Series 7
- South Carolina Insurance License for Life, Health, Annuity, Property, Casualty, and Surety
- North Carolina Insurance License for Life, Health, Annuity, Property, Casualty, and Surety
Education
University of Hartford
- Bachelor of Arts in Economics & Finance
- Bachelor of Arts in Government & Policy
Personal & Community Involvement
- City of Mauldin Board of Appeals
- Board of Property Stewardship, Mauldin First Baptist Church
- Treasurer, Golden Strip Shrine Club
- Treasurer, Simpsonville Masonic Lodge No. 311