Questions about retirement?
Ask AMAC.

With more than 15 years of experience in the financial services industry, Ashley Shaljian-Morrone is dedicated to helping individuals and families approach retirement with confidence, clarity, and peace of mind. As Director of Financial Services at RoseMark Advisors, she combines extensive financial planning experience with a personalized, relationship-driven approach to helping clients navigate some of life’s most important financial decisions.

Ashley specializes in comprehensive retirement planning, investment management, retirement income strategies, tax-conscious wealth planning, and asset preservation. As both a financial advisor and registered tax preparer, she understands the important relationship between financial decisions and their tax implications. Her holistic approach considers each client’s complete financial picture, helping them develop coordinated strategies that align with their needs, priorities, and long-term goals.

Recognizing that no two financial journeys are alike, Ashley believes meaningful financial planning begins with listening. She takes the time to understand each client’s unique circumstances, concerns, and aspirations before developing thoughtful, personalized recommendations. Whether helping someone prepare for retirement, transition from saving to generating income, or navigate complex financial decisions, her goal is to simplify the process and empower clients to make informed choices with confidence.

In addition to working personally with clients, Ashley leads RoseMark Advisors’ financial advisory team, helping uphold the firm’s commitment to exceptional service, professional integrity, and comprehensive financial guidance. She is passionate about financial education and believes that every client deserves an advisor who is not only knowledgeable and experienced, but also approachable, attentive, and genuinely invested in their success.

Beyond her professional responsibilities, Ashley’s most cherished role is being a mother to her two daughters. A devoted Christian, her faith serves as the foundation for the values that guide her life, including integrity, compassion, service, and a commitment to leading by example. Much of her free time is spent cheering from the sidelines at softball games, traveling, and creating new adventures with her family. An avid reader with a love of learning, Ashley believes that success is measured not only by professional achievements, but also by the relationships we nurture, the example we set, and the positive impact we have on others.

Tammy Abbott has called Lake County home for 18 years. As General Manager and a Florida-licensed insurance agent at AMAC Financial Center, she brings over 10 years of health insurance experience and is Medicare AHIP-certified for 2027. Tammy speaks English, French, and Gujarati and enjoys local Chamber events, the outdoors, and spending time with family and friends.

Her Philosophy

Insurance should be easy to understand and personalized to each client’s needs. Tammy takes the time to listen, clearly explain available options, and help clients make informed decisions with confidence.

Connect with Tammy at 352-835-5800

Navigating Medicare can be confusing. My name is Cheryl Smith, and I have been a licensed Insurance Agent for 15 years. As a Medicare Insurance Agent, I help Seniors and Medicare beneficiaries find the coverage that best fits their lifestyle and healthcare needs.

In addition to Medicare plans I can help you find affordable dental and vision insurance plans to help clients protect their overall health while maximizing their benefits. I love my job and pride myself with providing personalized service, and ongoing support every step of the way.

I take the time to listen to who matters the most to you and to find you the most suitable plan to meet your needs. When I am not helping clients, I spend my free time going on Cruises and getting to check places off my bucket list.