Meet Our Team

Kevin McDonald
Agency Owner

I’ve lived in Ocala my entire life. Through the years, I’ve come to know many local families and developed many relationships. This local connection has helped me better understand the needs of our customers, especially when it comes to their financial needs. From retirement accounts to college savings I’m available to help customers with a variety of financial solutions.

I’m committed to helping you keep your financial life on track. Not only can I assist you with a broad range of financial solutions, but I can also offer my knowledge to help you achieve your financial goals. That includes planning for your child’s education or planning your retirement.

As a Personal Financial Representative living in the area for 39 years with my wife and three children, I know many local families. My knowledge and understanding of the people in this community help me provide over 8,000 customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important – your family, home, car, and more. I’m also here to help you prepare a strategy to achieve your financial goals. Customers count on outstanding financial strength and superior claims service to help protect what they value most, and we uphold that promise.  As your agent, I can help you understand how the choices you make – such as the car you drive – affect your insurance rate. I’m committed to helping you get the appropriate level of protection and make it easy to do business with us.

Honor Ring-23 years
Million Dollar Round Table (MDRT)-2 years
Chairman’s Inner Circle-10 years
Chairman’s Conference-9 years
National Conference Award-8 years

Civic Services:
Ocala-Marion County Chamber of Commerce
2009-2010 Board Chairman
Ocala /Marion County Chamber
Ocala / Marion County Chamber of Commerce
Munroe Regional Foundation Board
Metropolitan Ocala Rotary Club
Ocala-Marion County Chamber of Commerce
Past Board Chairman
Metropolitan Ocala Rotary Club
Board Member
Sun Trust Bank of North Central Florida
Munroe Regional Medical Center
Current Trustee Board Chairman
Past Member
Marion County Public Policy Institute
Board Member
Munroe Regional Medical Center Foundation
Current Member
Marion County Economic Development Corp
Board of Directors
Estate Planning Council
Past President
Past President
Ocala-Silver Springs Rotary Club
Society for Financial Planning Professionals

Community Services:
The Past Board President
Boys and Girls Clubs of Marion County
2012 Chair-Elect Marion County EDC
Boys & Girls Club of Marion County
Past Board Chair
Boys and Girls Clubs of Marion County
Past Deacon Chair
First Baptist Church Ocala
Past President
Ocala-Silver Springs Rotary Club
Past President
Ocala-Silver Springs Rotary
The Sumter County Chamber of Commerce
Interfaith Board Member
Munroe Regional Medical Center Foundation Board of Directors
Planned Giving Committee Chair
Sheriff’s Advisory Board Alumni
The American Cancer Society – Relay for Life
Boys and Girls Clubs of Marion County
Past Board Chairman
Board Chair-Elect
Ocala-Marion County Chamber of Commerce
Planned Gifts Chair
Munroe Foundation Board
2009 -Rotary Club of The Villages-Donation of 2009 Club Car
SunTrust Bank of North Central Florida Board of Directors
Member of the Heart of Florida Regional Coalition
Current Board Chairman
Ocala Chamber and Economic Partnership
Current Board Chairman
Interfaith Emergency Services

Industry Services:
Member MDRT for 2006
MDRT for 2006
Past Chair
Marion County Estate Planning Council
Past President
Estate Planning Council of Marion County
NAIFA Member since 1989
Florida Association of Insurance and Financial Advisors

Bachelor of Business Administration-University of Central Florida
Bachelor of Science-University of Central Florida
Associate of Art-Central Florida Community College
Associate of Science-Central Florida Community College

Off-road Vehicles

Spoken Languages:

Heather Whaley
Director Of Operations

I have been with The McDonald Agency since July of 2004. Born and raised right here in Ocala. Moved away a short time but we all seem to come back. We have one of the best teams in this industry here in Ocala. I’m proud to be a member of the organization. I’m passionate about ending cancer, and so I help the American Cancer Society and Relay For Life, and they’re always a big part of my time. I Love being outside, if it’s summer I’m near the water, and if It’s fall I’m hunting and fishing in Georgia.

Stephanie Winfrey
Agent/Office Manager

I have 11 and a half years experience with The McDonald Agency. I am originally from Nokesville, VA but grew up in Summerfield, FL. I always try to make sure my clients understand the coverage’s they are purchasing rather than just selling a policy. In the summertime, I enjoy scalloping with my family, and in the fall, I enjoy coaching youth cheerleading for a local league. I volunteer at MCYFL during football/cheer season. I am also an active member of the Sumter County Chamber of Commerce.

Teresa Jenkins

I have worked in my hometown and licensed since 2009. I grew up 45 minutes East of The Villages in a small town called Umatilla. I have an Associate of Science degree in hospitality management. My passions include being able to help people insure what matters most to them, pets, nature, and rescuing cats. I’m a mom of three, two teenage girls and a boy. When I have free time, I stay pretty active on the soccer field or shopping. In my community, I volunteer at my church, and I love me some Starbucks!

Drew Perkins

Debbie Apolloni
Customer Service Representative

Trae Sheilley
Customer Service Representative

Carl Randall
Agent / Office Manager