Has more than 60 years of combined experience in the financial services industry.
Offers local, personalized professional guidance to help develop an insurance and financial strategy for your future.
Coordinates with your team of professional advisers to help align your insurance and investment strategies with your broader legal, tax, accounting, business valuation, estate and exit-planning objectives.
Works with a variety of clients in industries such as medical, legal, construction, contracting, technology, real estate, entertainment and many closely-held businesses.
Provides client service and support through the collective experience and resources of our team and full-time staff.
What makes us unique: team atmosphere, collective expertise, diverse resources, community involvement, long-term relationships and commitment.
