About Us

We are a family-owned business with seasoned and fully licensed life insurance, annuity, and investment specialists. 

We are a dedicated, family-focused agency that prioritizes your unique needs, offering genuine service without the limitations of big corporate marketing tactics.

We are contracted with all the top carriers in the industry. This allows our team to find the best coverage you qualify for, whether it be health and/or financially, with the best carrier(s), and your budget goals being met.

Bottomline is...We work for you and provide the best solutions available to protect your family.

With over 30 years in the financial services industry, I began my career as a stockbroker in the early 1990s, working across Denver, Palm Beach, and Beverly Hills. These experiences shaped my deep market expertise and client-centric approach, laying the groundwork for a career dedicated to investment strategy and financial guidance.

In the mid-1990s, I transitioned to institutional trading in San Francisco, navigating the fast-paced dotcom era with a boutique investment bank. Managing complex transactions and serving institutional clients refined my ability to analyze market trends and execute strategic investment decisions with precision.

Expanding into private capital, I spent four years as a Financial Advisor at Merrill Lynch, delivering tailored financial strategies and investment solutions. My career blends hands-on trading experience, strategic advisory skills, and a deep understanding of capital markets—enabling me to help clients confidently navigate financial complexities.