Our Team Members

As an Advisor I specialize in both employee benefits plans and life insurance. I excel at making sure every client has the best plan for the best price.
My goal is to thoroughly understand your needs. With this understanding, I can help you plan for now and into the future.

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My goal as a CCO is to work closely with the members of our team to ensure that they are operating to deliver to best possible experience to our clients.

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As an advisor, I love working with small business owners and young families.
From uncovering your goals to making a plan to achieve them, I will work with you every step of the way to build a financial approach customised to your needs.

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As a Group Benefits Analyst with over 5 + years of experience in customer service, I take pride in helping my team & clients achieve their goals.

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I strive to improve the overall client experience through enhanced efficiencies in our overall practice and client integration.

As an Advisor, my goal is to make a lasting impact in my clients lives through meaningful relationships and knowledgeable, holistic advice. I have a passion for working with young and new families, addressing things, such as protection, planning and future financial goals. Things that have not always been a focus in the education system.

My top priority is guiding my clients in creating an optimal Employee Benefits Plan at the most competitive price.

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When it comes to Group Benefits and protecting your employees, I strive to provide premier plans with the most competitive price and settle for nothing less. I take pride in assisting business owners to retain and protect their talent.

With Employee Group Plans, I specialize at making sure all our clients have the best plan for the best price.

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As an Advisor, I work to understand what your financial needs are and to create a plan to ensure we are properly building and protecting your future!