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Incomologists® founder, president, and agent Jake Bevilacqua has a long history with the healthcare industry. His father has been in the insurance and financial planning business since the ‘70s, but Jake – sorry, Dad – could not have been less interested in pursuing a career in that world. A relaxed leader and educator, his natural hands-on tendencies led him to a more boots-on-the-ground healthcare career.

After earning a BSN from the University of Pennsylvania, Jake transitioned to working as a nurse and paramedic, eventually becoming a certified registered nurse anesthetist. He has worked as a CRNA since 2013 and served four of those years in leadership within the Massachusetts General Hospital system.

As Jake grew into his leadership role, he realized that the thing he was most passionate about was taking care of his colleagues. He felt that he couldn’t help his coworkers as much as he wanted to within the confines of the current administrative systems. Pizza parties are great, but helping his colleagues achieve the financial security needed to cut back their hours to care for a family member or leave a toxic job without a backup plan is better. Helping his peers get to this point became his new mission.

He hit the books and got his insurance, Series 7, and Series 66 licenses, as well as the Accredited Investment Fiduciary – AIF® – designation. And thus, The Incomologists® was born. As The Incomologists® has grown, Jake has hand-selected a roster of incredibly talented fellow clinicians, advisors, and friends with strong moral compasses and a passion for doing the right thing. The team focuses on the education of their clients, and as they all have their own forms of income, they can do this without creating a high-pressure sales environment. 

In addition to being an instant friend to all he meets, Jake is currently a flight nurse and a practicing part-time CRNA as a 1099 contractor. He lives in Ocala, Florida, with his wife and their three rescue dogs. 

Securities and advisory offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

Jacky Gonzalez was born and raised in New Jersey. After graduating high school in 2004, she lived a nomadic lifestyle, relocating to Germany and then to Oklahoma, and having two beautiful daughters along the way. She also earned her Associate’s and Bachelor’s in Business Administration from Grantham University, which has since rebranded to the University of Arkansas.

After graduation, she worked for many years as a business development associate for a retirement planning company. There, she worked in payroll, allocating the funds of their clients’ employees toward their 401k accounts. She then went on to work for a homeowner’s insurance company in its underwriting and customer service departments.

In addition to working for The Incomologists®, Jacky is also a Florida Notary Public and works as a full-time administrative assistant at ShandsCair, where she manages payroll for 150 employees, organizes conferences, and has earned the honor of Employee of the Year. She has always wanted to help others and be a part of something where she could make a true difference. Enter Jake Bevilacqua. ShandsCair is where she met Jake, the founder and president of The Incomologists®, and they became fast friends. Jake asked her to come on board as the VP of Operations and as an insurance coordinator, where she bridges the gap between the agent side and the underwriting side, working with the clients for two to three months during the insurance process.

Her transient life and motherhood in her early twenties made it difficult to feel rooted and establish a career when she was younger. She loves that working with the Incomologists® team allows her to help a large variety of clinicians who are looking for more out of their jobs and income. She feels as though her operationally-minded approach to work is utilized to its fullest and best extent, and she believes they are building something revolutionary through their passion for helping others.

When Jacky isn’t working or notarizing she is spending quality time with her teenage daughters, Jizzelle and Alexia, and loving on her two dogs, Freak and Hemi. On any given weekend, you can find her taking day trips to new places, under a shady umbrella at the beach (because, hello, skin care is important), taking an evening walk, or listening to Reggeaton.

Patrick Keating earned a Bachelor’s of Science in Biomedical Engineering from the University of Connecticut while simultaneously working as an anesthesia technician. Inspired by the work of the certified registered nurse anesthetists (CRNAs) in his network, he went on to complete his ICU training at Vanderbilt University’s Level 1 Trauma Center. Upon completion of his Nurse Residency, he then earned his Master’s in Nurse Anesthesia at the University of New England in Portland, Maine.

After graduating, Patrick served as a CRNA at Beverly Hospital in Massachusetts for nine years, two of those years in the leadership position of Chief CRNA. This role helped Patrick develop his leadership skills and realize his passion for advocating for his peers and his clients within the insurance industry.

Patrick thrived as Chief CRNA as the work utilized his innate tendency to provide others with a sense of stability and security. As he gained more clinical leadership experience, he noticed that clinicians need to be receiving a higher level of care than they currently do, and he became motivated to fulfill the need by directly supporting his colleagues in these areas. This makes him the perfect fit for the role of VP of Fulfillment at The Incomologists®, where he implements quality control processes, provides existing policy support, and manages ongoing client relationships. As a managing partner, he has the opportunity to exercise his passion for protecting the incomes and achievements of his colleagues as they transition away from W2 work.

Patrick continues to practice as a CRNA, in addition to advising his fellow peers on their insurance options. Outside of his professional life, you’ll catch him on the water wakeboarding or scuba diving at Coffins or the Annisquam River in Rockport, Massachusetts. He also loves listening to alternative rock and spending time with his wife, Sarah.

A native of southern Florida, John East is the son of a nurse and an emergency medical technician and firefighter. Once he left home for college, he found he had an undeniable passion and talent for healthcare, easily following in his parent’s footsteps. He began his clinical career as an EMT in 2008, quickly rising through the ranks of prehospital and emergency medicine. He has worked as a critical care and trauma transport flight clinician, educator, and leader since 2014.

While John has excelled and accomplished much in his clinical career of leadership and patient care, his true calling is supporting his colleagues and peers. His current leadership role as the Base Medical Manager of his flight program has been the most fulfilling and rewarding position of his career, as it has allowed him to advocate for his colleagues and be the catalyst for positive change for those he serves.

He believes that as clinicians, he and his peers devote themselves to caring for others but that no one is caring for the clinicians themselves. With the proper support and care, their incomes could work for them in more ways than just paying the bills. With intelligent planning and resources, there could be more autonomy and independence from their jobs. This ethos makes John a perfect fit for his role as VP of Marketing for The Incomologists®, as they strive to use every resource available to them to be of utility to the clinical community on the largest scale possible. Jake, the founder and president of The Incomologists™, and John currently work together in the flight program and are close friends and teammates.

When John isn’t treating patients and serving his professional community, he spends quality time with his wife and fellow flight clinician, Leigh Anne, and their two cats, Ratchet and Spicy Ginger. They love the great outdoors and frequently go on adventures and nature walks, exercise together, and play golf. You can find them jamming out to classic 80s rock or island music – how’s that for diversity? – any given evening or weekend. They are currently building a house on a parcel of land where they will raise donkeys and goats and will have an epic firepit where they will discuss the finer things in life.

For as long as he can remember, John Lanzilotti has been fascinated by medicine. His earliest memories include accompanying his physician father on his hospital rounds. Later, he attended graduate school at the University of Pennsylvania and discovered his own path working as a trauma nurse. He observed the essential and often invisible role anesthesia providers play. He is honored to be part of a world-class team that supports patients through their most vulnerable moments.

John is an accomplished clinical provider and Instructor of Anesthesiology for the Mayo Clinic. Most notably, he has assisted in medical training for Air Force pararescuemen, Joint Special Operations medical personnel, and Air Force Ground Surgical Teams. He continues to serve in the US Air Force as a Lieutenant Colonel.

He was motivated to join the Incomologists® team to better serve those who have sacrificed so much in the service of others. John believes that by supporting his colleagues, the well-being of all individuals and families will flourish. John believes that living virtuously is the secret to a happy life and he imparts this ethic into his professions.

He is a trusted advocate, educator, leader, and friend who hopes to remove the complexities that might hinder clinicians in safeguarding those they love the most. John has great admiration and love for his wife, who is one of his personal heroes. Together they raise six children and spend their time together training jiu-jitsu, going to the beach, enjoying their backyard wood-fired pizza with family and friends, keeping chickens, and supporting local beekeepers.

Katie Hubert grew up in a small rural town just outside of Ocala, Florida. A natural and driven athlete, she attended Tusculum University on a scholarship for cross country, where she earned her Associate’s in General Studies. Ironically, she started running in high school to stay in shape for soccer and ended up being a talented distance runner, running herself all the way to a scholarship to an esteemed private university. After she earned her AA, she moved home to earn her surgical tech certification.

She is currently a full-time Certified Surgical Technologist – CST – at the HCA Florida Ocala Hospital, where she also fulfills the operations role of team lead. Her hospital is a Level I Trauma Center, and she is in charge of making sure every team member fulfills all of the day-to-day parameters of their jobs within their respective department. Katie met the founder and president of The Incomologists®, Jake, when he joined her hospital as a locum CRNA. Jake immediately noticed her admirable work ethic as a tech and team lead, noting her operationally-minded approach to work. He asked her to join The Incomologists® as an insurance coordinator; the rest is history!

Committing to her new second career as an insurance coordinator, Katie’s day consists of locating, coordinating, and delivering any client information or assets needed for the underwriting process while keeping the agents informed and up to date during the client transition to 1099. Her passion for this work comes from her personal experience and the experiences of her colleagues with the health insurance offered to clinicians by the hospitals they serve. She feels as though there are untapped resources that could be valuable to her peers if they knew where to look. The Incomologists® team takes care of their clients by giving their colleagues and peers access to their network of insurance providers and financial advisors.

Katie and her husband live the farm life with their myriad of rabbits – 11, thanks to some gender confusion – and other furry friends, including a dwarf goat named Kili, a dog named Biggs, and a cat named Arwin. Big Lord of the Rings and Harry Potter fans, their animal names, typically can find their inspiration through characters from these epic franchises. They also are helping fight the good fight for the environment as recreational beekeepers.

Sara Kappos went to a small liberal arts school called Ursinus College in Pennsylvania, where she double-majored in media communications and international relations. After graduating, she held several positions in the marketing industry. However, she did not find this work impactful or meaningful – she gave a big thumbs down for working in corporate, 10/10 would not recommend – and found herself craving more passion through work. Her father and grandfather had been in business together for a long time, and her grandfather passing away acted as the catalyst to do something more meaningful with her life.

She began doing marketing for her father’s finance firm. As she sat in on her dad’s meetings she fell in love with the work the firm was doing for others. She felt they really made a difference in the lives of their clients. The job allowed her to be closer to her dad, use her logician’s brain, and exercise her creativity. In addition to working there full time, she committed to the one million years of studying needed to become a financial planner and is now a CERTIFIED FINANCIAL PLANNER™ with her Series 7, 63, 65, and life insurance certifications.

Sara has known Jake, the fearless leader of The Incomologists®, for almost 20 years. He hand-selected her to join the team and fulfill their retirement planning and investment needs. A holistic financial planner, she evaluates her clients’ financial health and strategically sets them up to achieve their financial goals while protecting them in all areas of life.

When Sara isn’t working at the firm or for The Incomologists®, she can be found spending quality time with her husband, Jim, their little girl, Kalli, and their two dogs, Teddy and Trace. She loves to read, write, listen to music, and play the ukulele. When she has a chance to sit down on evenings and weekends, she likes to binge-watch HGTV while judging the interior design choices of complete strangers – THAT backsplash with THOSE floors? – and drink a glass of good Cabernet.

Securities and advisory offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

Marc Mansfield is an incredible member of the Incomologists® team. Specializing in tax planning services, Marc ensures that all clients understand that they are in good, capable hands regarding tax planning, tax compliance, accounting, bookkeeping, and all tax matters.

Marc earned his Bachelor’s and Master’s degrees in Accounting from the University of Florida and went on to become a CERTIFIED PUBLIC ACCOUNTANT (CPA). Once he had graduated, he got a job with a large consulting firm but quickly realized that he wanted to have his own business and started his own firm.

Marc then discerned that he is passionate about educating people on their taxes and finances, focusing on holistic tax planning and accounting solutions. A certified tax coach and self-proclaimed tax nerd, he loves giving people the tools they need to win with their finances and achieve their goals in a smart and effective way. An avid learner, Marc is constantly continuing his own education so that he may continue to expand his offerings.

When he’s not crushing the tax game for his clients, you can find him in his home studio, where he hones his singer-songwriter skillset, or traveling the world doing mission work. He loves to travel and learn about other cultures and plans to see as much of the world as possible.

We love to say that Incomologsists® President and co-founder Jake Bevilacqua is like a truffle pig but for good people who truly want to help, and Marc is no exception. We are honored to have you on the team, Marc!

Maddie Iagnemmo is a great addition to the Incomologists®, joining the team as an insurance agent. Having always known that she wanted to work in healthcare, she got her start as a Certified Nursing Assistant (CNA). However, she quickly realized that she wanted a position that allowed her to spend more time with her family, and she pivoted to a career in dental hygiene. Though unsure that dental hygiene is her forever career, she loves what she does, allowing her to achieve the work-life balance she sought.

Incomologists® president and co-founder Jake Bevilacqua offered Maddie her role on the Incomologists® team when she discovered that she and her husband were expecting their son, so she couldn’t continue to work full-time clinically. After meeting with the team, she realized they were the kind of altruistic, optimistic, and understanding people she wanted to surround herself with, both in and out of the workplace.

Maddie is dedicated to providing top-tier, quality customer service to our current and prospective clients. Her role as an insurance agent is to guide them through the complexities of the 1099 transition, ensuring they feel confident and supported. Her goal is to demonstrate that they are in capable hands and to make the transition as smooth as possible.

Maddie married her husband in 2021, and they welcomed their son, Callum, in November of 2023. He is the light of their lives, with the two rat terriers, Obi and Padme, tied for second place. Their goal is to eventually purchase a farmhouse and start a homestead, but they will settle for now with their garden and chickens. She feels extremely content and grateful in all aspects of her life, living each day with a full heart.

Geenu James is a licensed insurance agent on the Incomologists® team. An immigrant from India, she came to the United States as a registered nurse in 2006. She continued her educational journey, earning her Master’s in Nurse Anesthesiology from Youngstown University in Ohio. She has practiced as a certified registered nurse anesthetist (CRNA) for the past ten years.

Her health struggles and need for life insurance inspired her to continue her education by delving into the health insurance industry to better understand offerings and landscape. The vast array of options and confusing jargon made it difficult for her to understand what she needed and to make the most informed decision about her policies and coverage. Her understanding of the empowerment that comes from understanding complex topics like insurance coverage led her to pursue educating others on how to obtain policies that best fit their needs.

She met Jake Bevilacqua, the president and co-founder of the Inc. team, while searching for her optimal life insurance policy. She quickly regarded him as a mentor, finding his passion for and extensive industry knowledge inspiring. She decided to become an insurance agent and work as part of Jake’s team.

Geenu always strives to help her clients explore their best options and pick the policy that meets their needs and offers the most advantages. When she’s not pairing people with great insurance coverage, she enjoys spending time with her family and two dogs.

Joe Borge is a career pharmacist and insurance agent on the Incomologists® team. Born and raised in Gloucester, Massachusetts, he attended the Massachusetts College of Pharmacy and Health Sciences, graduating with his Doctorate in Pharmacy (PharmD) in 2018. He completed rotations in community pharmacy, institutional pharmacy, long-term care, ambulatory care, and internal medicine, giving him a thorough understanding of comprehensive care and medicine. Joe began his career with Walgreens and currently serves his local community as a pharmacist in Rockport, MA.

Joe discovered the Inc. team through his brother-in-law, Patrick Keating, the Incomologists® VP of Fulfillment. As pharmacists are typically paid via W-2, hospitals and other companies offer limited life insurance and disability coverage options. Joe saw this as a great opportunity to support pharmacists in the industry, helping his colleagues to prepare for their future and protection through life and disability insurance policy coverage. Joe strives to provide his clients with the policies that best suit their needs and those of their families. He is excited to work with the Inc. team to continue to positively impact those seeking their services.

Joe’s time outside work is spent with his fiancé, Arica, to whom he attributes much of his success. His other hobbies include fitness and spending time with his two dogs, Falco and Wolf.