TorOso Financial Group

We’re excited to welcome Jim DiNapoli to the team!

Jim, located in Lake Placid, Florida, joins us under his firm, American Securities, alongside TorOso Financial Group and Independent Financial Group.

With nearly 40 years in the industry, Jim brings a tremendous amount of experience, leadership, and dedication to his clients. He has built a strong, relationship-driven practice and continues to focus on delivering thoughtful financial guidance to the families he serves.

We’re proud to support Jim and look forward to what’s ahead.

Welcome, Jim!

✅ Wednesday workflow check

If you want smoother weeks, don’t wait for the “big overhaul.”

Pick one workflow and tighten it up:
• Who owns it?
• What’s the next step?
• What’s the deadline?
• Where does it live?

That’s it.

Simple, clear ownership reduces dropped paperwork, duplicate follow-ups, and last-minute scrambles.

What’s one workflow you’d love to make easier right now?