About Us

Vincent Michael Erb

Founder & CEO
Florida License #E068670
vince@vinceerb.com

Vincent Michael Erb is the founder of Retirement and Insurance Services of Florida, LLC, established in 2002 with a mission to help individuals and families better understand their financial options and make informed decisions about their future.

With decades of experience in the financial services industry, Vince has built his practice around education, trust, and helping clients pursue greater confidence in their retirement planning. His approach focuses on providing “safer money options” and strategies designed to help protect what clients have worked hard to build while preparing for the future.

Vince’s passion for financial education began when he discovered that many fundamental money concepts, such as compound interest and the Rule of 72, were not widely understood—even by someone with his technical background. After earning his Bachelor of Science in Electronics Engineering Technology from the University of Texas at Arlington, Vince realized that if these concepts were unfamiliar to him, many hardworking individuals and families could benefit from having financial information explained in a simpler, more approachable way.

The values that guide Vince today were shaped early in life while working alongside his parents in their family gas station and garage business in New York. Growing up in a family business taught him the importance of hard work, responsibility, perseverance, and treating people with honesty and respect. Those lessons continue to influence the way he serves his clients and builds lasting relationships.

Through continued education, industry training, and a commitment to ethical practices, Vince remains dedicated to helping clients navigate retirement decisions with greater clarity and confidence.

Outside of work, Vince enjoys spending time with family and friends and is the proud father of three children. He believes success is not measured only by what we accomplish but by the positive difference we make in the lives of others.

Lisa Chandler

Florida License #G184668
lisa@retirementandinsuranceservicesofflorida.com

Lisa believes the most powerful wealth isn’t just about a number—it’s about security, legacy, and the confidence to live fully. Her practice is built on a philosophy of “safer money choices,” helping clients navigate a complex financial world with strategies designed for stability and strength.

In a culture often focused on high-risk, short-term gains, Lisa focuses on the opposite: building resilient, long-term prosperity. Her mission is to help clients build a financial foundation that is not only strong enough to withstand market volatility but also positioned to provide lasting peace of mind.

Lisa‘s specialization lies in forward-thinking wealth preservation, with a sharp focus on proactive tax planning. Many financial plans overlook the erosive power of taxes, which can quietly undermine even the best-laid plans. She operates at the intersection of wealth management and tax efficiency, ensuring these two critical pieces speak the same language. This approach allows her to strategically protect client assets, optimize retirement income, and ensure that her clients’ hard work benefits them and their families, not just the tax collector.

When she’s not analyzing tax codes or designing legacy plans, Lisa can most likely be found in her kitchen. As an amateur chef, she finds that financial planning and cooking have a lot in common: both require patience, quality ingredients, and a thoughtful plan to get the best results. Her other full-time job is managing her “furmily”—two dogs and two cats who keep life joyful and chaotic. This blend of precision at work and creative passion at home constantly reminds Lisa that the purpose of a great financial plan is, quite simply, to create a life you love.

Peier Morteboy

Health Insurance Agent
Florida License #G126571
peier@retirementandinsuranceservicesofflorida.com

Peier Morteboy is a licensed health insurance agent with Retirement and Insurance Services of Florida, LLC, dedicated to helping individuals and families better understand their health insurance options and find coverage solutions that fit their unique needs.

Peier believes that choosing the right health insurance plan is about more than selecting coverage—it is about understanding options, having questions answered, and feeling confident about an important decision. She takes the time to listen to each client’s situation and provide guidance throughout the process, helping make health insurance decisions feel clearer and more manageable.

With a background in sales and customer support, Peier brings strong communication skills, attention to detail, and a thoughtful approach to helping clients. Her analytical mindset allows her to evaluate different options while focusing on what matters most to each individual and family.

Peier holds a Master’s degree in Family and Consumer Sciences, earned in 2017, and previously worked in design before moving to Florida. These experiences have helped shape her creativity, problem-solving abilities, and dedication to finding solutions that meet people’s needs.

Fluent in English and Chinese, Peier enjoys helping clients from diverse backgrounds feel understood and supported. She believes that clear communication and personalized service are essential when helping people make informed healthcare decisions.

Outside of work, Peier enjoys painting, reading, and cooking for her family. She values creativity, continuous learning, and the opportunity to make a positive difference in the lives of others.

Fiorella Luengas

Scheduling Coordinator
appointments@retirementandinsuranceservicesofflorida.com

Fiorella Luengas serves as the Event Coordinator & Appointment Setter for Retirement and Insurance Services of Florida, helping create meaningful connections between the company and the individuals and families it serves.

With a background in personal lines insurance, customer service, sales, and relationship management, Fiorella understands the importance of communication, trust, and creating a positive experience from the very first interaction. She serves as a communication bridge between clients and the team, helping coordinate appointments, manage client outreach, and ensure each individual feels welcomed and supported throughout the process.

In her role, Fiorella coordinates educational events from beginning to end, including venue coordination, scheduling, guest communication, confirmations, and event logistics. Her attention to detail and commitment to providing a smooth experience help ensure that each event reflects the company’s dedication to educating and connecting with individuals and families.

Fluent in both English and Spanish, Fiorella enjoys building relationships with people from diverse backgrounds and helping make important conversations feel comfortable and approachable. She believes trust is built through listening, reliability, and genuine care for the people she serves.

Outside of work, Fiorella enjoys traveling, exploring creative projects, gardening, and continuing to learn new skills. She believes that personal growth comes from curiosity, meaningful connections, and the experiences that shape our journey.

Giving Back To

Our Community

We understand that not everyone out there is as fortunate as we are. As a result, at Retirement and Insurance Services of Florida, LLC, we believe in the importance of giving back to our community. We take several approaches to this: Fundraisers, charity events, etc. To do this, we collaborate with multiple charitable organizations here in Florida, and work to maintain those partnerships.

Get in touch with us if you have any questions about the events we host.

Or, if you think there’s a local charity that needs our help, you could also reach out to us regarding that. We’d be happy to look into it.