Our Team

Founder & CEO
Licensed Insurance Agent
President
Investment Advisor Representative Licensed Insurance Agent
Vice President
Investment Advisor Representative Licensed Insurance Agent
Chief Operations Officer
Senior Portfolio Manager
Investment Advisor Representative Licensed Insurance Agent
Private Wealth Advisor
Investment Advisor Representative Licensed Insurance Agent
Private Wealth Advisor
Investment Advisor Representative Licensed Insurance Agent
Private Wealth Advisor, Retirement Plan Consultant
Investment Advisor Representative Licensed Insurance Agent
Registered Investment Assistant
Investment Advisor Representative
Paraplanner
Director of Accounting
Enrolled Agent
Accounting & Estate Planning Associate
Director of Client Development
Licensed Insurance Agent
Director of Client Service
Licensed Insurance Agent
Client Relationship Manager
Licensed Insurance Agent
Director of Marketing
Digital Marketing Specialist
Executive Assistant
Administrative Assistant
Licensed Insurance Agent
Health Insurance Consultant
Licensed Insurance Agent Specializing in Medicare
Health Insurance Consultant
Licensed Insurance Agent Specializing in Medicare
Life & Health Insurance Consultant
Licensed Insurance Agent