Our Qualifications

Through the years we have worked with individuals, families, and businesses in various capacities addressing their goals.

Each of our agents/advisors has extensive personal and professional experience. Our team is qualified to sell a variety of investment and insurance products and services.

I believe in helping you assess your financial goals and participate in the management of your finances and planning process. With the experience of running and managing a 60 year old brokerage agency I know what it takes to address the changing goals and concerns from one generation to the next. It is this experience that is used to assist you in strategically passing assets on to loved ones, charities or succession planning for your business and I have positioned my firm to be there for years to come. Planning these coordinated transitions with an establishment you trust is essential to your success..

We look forward to applying our expertise to help you achieve your insurance and financial goals.