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Helping Families Eliminate Debt and Safely and Securely Save for Retirement

I’ve always considered myself an every-day guy. I was your friendly neighborhood butcher, soccer coach, former Air Force, and Army reservist. Like you, I work for a living and engage in my community. My life changed in 2006 when I became a licensed insurance agent. It quickly became clear that working-class families and business owners are so underinsured that they are one crisis away from losing everything they have worked so hard to earn. Financial advisors and insurance agents like to pursue clients with high a net-worth, which leaves working and middle-class individuals underserved and undereducated on how easy, affordable, and important it is to protect their assets and to build wealth.

The truth is that you don’t need to make six figures or run a multi-million dollar company to build wealth. With the right, resources, plan, and a little time, everyone can protect their families and build financial security. I was very fortunate to work in the insurance industry early in my career and to learn about saving, investing, and protecting my income. Now I’m on a mission to share the knowledge and tools that are so crucial to moving from financial worry to financial confidence.

Personalized Strategies

We create strategies that are tailored to your needs and goals.

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Creative Solutions

We encourage our advisors to tailor solutions to their clients. Unique answers for every situation.

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Core Beliefs

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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You Are Our Most Valuable Investment

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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