45 East Satin Street,
Meet the Team
Our reasons for becoming independent insurance advisors are deeply personal. We saw how friends and family struggled to find the help they needed to understand the complex world of insurance. We gained expertise in a field known for complication and small-print, often made cloudier by slick salesmen and mass marketing. After many years in the business, we have developed a reputation for offering easy-to-understand information, clear advice, and persistent support to individuals facing the challenge of buying insurance. This is how we demonstrate our commitment to the wellbeing of our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial and lifestyle goals.
Managing Partner/Director of Risk Management
Whether you need advice and planning for a complex insurance situation or just need a quick question answered from a reliable source, we are here to help.
Our team of professionals have years of experience. We can help you address your needs of today and for many years to come. We look forward to working with you.