Broker Check


We are a full-service, independent agency. Through our relationship with Cambridge Investment Research, we work with a carefully selected group of sound and reputable money managers and insurance companies. We offer very competitive and comprehensive diversification.

Our services include:


  • Cash Management
  • Stocks, Bonds, Exchange Traded & Mutual Funds
  • Fixed, Fixed Index & Variable Annuities
  • Separately & Unified Managed Accounts
  • Tax Managed Investing

College / Retirement Plans

  • 529 College Funding & UTMA Accounts
  • Roth & Traditional IRA’s
  • Allocation Recommendations for 401k 


  • Life ~ Term, Fixed Index Universal Life, Variable Life, Chronic Illness Riders
  • Traditional Long Term Care
  • Commercial
  • Personal ~ Auto, Home, Umbrella Liability
  • Disability
  • Health
  • Medicare Advantage & Supplements

Client Features

  • Consolidated Statement ~ comprehensive statement for all holdings
  • Transaction Summary ~ ongoing report outlining history & performance
  • Asset Allocation ~ detail showing portfolio breakdown
  • Financial Planning ~ comprehensive plan with reports & graphs
  • Estate Planning ~ Referrals to Legal Teams for Asset Protection, Wills, Trusts
  • Tax Preparation ~ Business and Personal

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  262-786-3200