Our Team

Our Team brings over 30 years of experience in the Financial Services and Employee Benefit practice.  

We also have people that have joined us from Human Resource backgrounds, Corporate Management positions and the Teaching Profession.  Since a big part of what we do is education - for Employers, Employees and Families - we are grateful to offer such diverse cultures.  

We look forward to working with existing clients as well as new to help you solve your financial, insurance, benefit and retirement needs.