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Who We Are

First, we listen. We learn about your financial goals and the transcendent reasons behind them. We discover the passions that continue to build your legacy and match practical financial solutions to sustain, grow, and protect it. We offer practical financial solutions to your unique retirement, life insurance, and investment goals. Partner with us and let your future be our focus.

Our Support Staff

Daniele Gage

Daniele Gage

Administrative Assistant


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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