Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
WE'RE WITH YOU EVERY STEP OF THE WAY
We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
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Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Jeremy Tims, CFP®, EA
Lead Advisor / President
Janae Marcus
Client Support and Operations Coordinator
Susan Depka
Client Support and Operations
Adam Oster
Operations