HOW I STARTED

I started in the financial industry after another advisor had asked me 'how would you like to learn to manage your own finances?'  I was a gas station owner when I was approached.  After a few years the company I was with did some internal restructuring which forced me to look at other career options.  I immediately thought back to learning again how money works.  In 2009 I wrote the government test to acquire my license.  In 2012 after being with an agency for 3 years I was introduced to the brokerage world.   With this I can truly help more people more efficiently and effectively.  I was hooked.  I have been a broker ever since, always striving to put my clients in a better financial situation.  Growing my business and working towards being able to help even more people. 

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OUR VISION
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A company where politics have no place.  Where an advisor can help a client move forward with their financial life.  


We have built a company that has all the options in place where a client and advisor can build a positive plan and relationship.  We have carefully selected our partner companies so that a client can comfortably move forward with our one stop shop plan.  Along with our easy to follow planning software.  We truly care and want to see you succeed with all your goals and dreams!

WE ARE HIRING

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Ask yourself these questions, whether you are licensed or not.


Do you have exceptional people skills?

Would you like to learn about finances?

Do you like to help others?


A company that pays its advisors extremely competitively in the industry.  It is our belief that if advisors are paid properly they will always do right by their clients!


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Ask Your Question

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