Meet Our Skilled Leaders
Take a moment to see the experts who will be directly involved in leading your business into a new chapter.
Our Leaders
Our advising & planning leaders bring extensive experience and diverse skills to bear in providing tailored business solutions regardless of the industry you are in or the stage of business you are entering or exiting.
Robert Hancock, MSF
Founder, Principal Business Planner & Adviser
Robert Hancock founded Hancock Financial, LLC in 2013 and is the Principal Business Planner & Adviser. Robert’s greatest professional enjoyments are helping small business owners be more successful than they ever thought possible while aligning their business(es) with their long-term goals.
Whether you want to improve a single aspect or multiple aspects of your business, grow organically or through acquisition, scale operations up or down, or formulate a succession plan or exit strategy that is right for your circumstances, Robert will work diligently with you to ensure your goals are accomplished.
Educational Background:
- B.S.B.A. specializing in Finance – University of West Florida
- Master of Science in Finance – Auburn University
Licenses & Credentials:
- Business Certified Appraiser (BCA) Candidate
- Member of the Business Brokers of Florida (BBF)
- Licensed Florida Business & Real Estate Broker
- Licensed Florida Life Insurance & Health Insurance Agent
Keri Hancock
Principal Human Resources Planner & Adviser
Keri Hancock is the Principal Human Resources Planner & Advisor for Hancock Financial, LLC. She has managed all facets of human resources for large regional employers (500+ employees) and small businesses. Her wealth of knowledge in organizational administration means she has managed all aspects of HR including employee relations, recruiting, benefits administration, FMLA, workman’s comp, compliance, and payroll and can apply her expertise to any of the HR functions of your business.
The most frequent comment clients provide about Keri is that “She is not your typical HR professional”. This is because her caring nature and compassion for people is palpable the first time you meet her and because Keri truly enjoys being a resource for all members of an organization. Keri is a consistent source of clarity and understanding for business owners, managers, and employees at all levels. If you need assistance with one or more aspects of your company’s HR reach out to Keri today!
Educational Background:
B.S. in Health Services Administration specializing in Human Resource Management – Florida Gulf Coast University
Discover Our Expert Advisory, Planning, Appraisal, & Brokerage Services
Hancock Financial, LLC offers tailored services with strategic insights for your business to achieve success no matter what your business objective is. Explore our skills in growth planning, transition planning, succession planning, exit planning, business appraisal, and business brokerage services.
Revitalize Your Business Plans for Lasting Success
Begin your journey to continuous growth with Hancock Financial LLC. Collaborate with us to design a custom success plan that meets your objectives and moves you forward in your field. Together, we’ll be with you every step of the way as we guide you toward achieving the goals you have for your business.