80  years of trusted experience, knowledge, and integrity.

Our purpose is to create value for businesses and individuals in our communities by applying our knowledge and relationships to particular client circumstances.

We believe that our business interest is served as a natural consequence of creating value for others, and that true business success occurs through the mutual benefit of all participants, not at the expense of any participant. We are able to overlap the interests of our stakeholder groups – our clients, our employees, our insurer partners, our communities, and our own organization.

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Insurance

Insurance is an important part of a financial plan, helping to protect your family and business. We recognize that every situation is unique and we endeavor to find solutions that fit your risk profile and budget.

Employee Benefits

We design strategies for organizations of different sizes and missions to provide smart, affordable, (and compliant) employee benefit packages.

Financial Services

We want to offer financial services that work as hard as you do. So pursue your dreams and we will help you determine how to fund them and protect them.

Check out the backgrounds of these investment professionals on FINRA’s BrokerCheck.

Individual Health

Looking for help with your health insurance options? We have licensed technology to help you. Our credentialed team of licensed agents stand ready to help you make decisions about your health insurance options.