OUR MISSION IS OUR PASSION

Excalibur Financial is dedicated to providing unique solutions to our clients to help them find the right balance of optimizing their human capital and meeting their financial needs. Through far reaching concepts and superior customer service we strive to exceed our customer’s expectations every day.

OUR TEAM OF EMPLOYEE BENEFITS EXPERTS
We work as a single united team with market leading companies to give our clients customized programs for their business and employee needs.
Our core values focus is on providing comprehensive individualized employee services and benefits.

BILL MANNIX
MANAGING PARTNER
Rob and Bill established Excalibur in 1986 with their initial focus on building the leading Employee Benefits consulting firm in the Tampa Bay area. Their insight to develop new and innovative benefit plans and designs quickly grew Excalibur to a nationwide resource for Employee Benefits consulting. With clients spread throughout the United States, Rob and Bill continue to pioneer new concepts that allow Excalibur Financial to help their clients stay ahead of the competition.

ROBERT FABRIZIO
MANAGING PARTNER
Rob and Bill established Excalibur in 1986 with their initial focus on building the leading Employee Benefits consulting firm in the Tampa Bay area. Their insight to develop new and innovative benefit plans and designs quickly grew Excalibur to a nationwide resource for Employee Benefits consulting. With clients spread throughout the United States, Rob and Bill continue to pioneer new concepts that allow Excalibur Financial to help their clients stay ahead of the competition.

KARIN FITZGERALD
CHIEF OF OPERATIONS
Karin joined Excalibur Financial Group in 2003 as the manager of our Corporate Services department. She began her benefits career in the Employee Benefits division of a major national company and has been instrumental in providing Benefit Services to a host of National Corporations. Karin oversees a team of specialists that Market, Analyze, and Manage corporate RFP’s. Her team examines every possible avenue to implement and improve our member clients’ financial position as well as their competitiveness in the market place.

JEFF FABRIZIO
ENROLLMENT COORDINATOR

SILVERLYN ROTH
CUSTOMER SERVICE ASSISTANT

HALEY FABRIZIO
CLIENT RELATIONS AND SPECIAL EVENTS MANAGER

CARLI EURTON
BRANDING CONSULTANT

MARY JANE DENNISON
BENEFIT SERVICES MANAGER, IN MEMORIAM
Maryjane joined Excalibur Financial Group in 1999 and helped to grow our Benefit Services department into one of the cornerstones of our business. Maryjane coined the phrase: “If it is a problem in your world, it should be a problem in ours.”
























