About Us
About Us With over 30 years of experience in the financial services industry, my husband Mike and I have dedicated our lives to helping individuals and families create stronger, more secure financial futures. Early in our journey, we noticed a troubling pattern: middle America was often overlooked when it came to financial planning.
Too many hardworking people were left without the tools, guidance, or education they needed to prepare for retirement, grow their wealth, or simply budget in a way that builds long-term financial security. We knew something had to change. That’s why we’ve made it our mission to fill that gap—with heart, integrity, and expert guidance. Whether you're preparing for retirement, managing investments, exploring Medicare options, or protecting your family with life insurance, annuities, or final expense coverage, we're here to support you every step of the way.
Our approach is simple: educate, empower, and walk beside you as you make informed financial decisions tailored to your unique needs. We believe everyone deserves peace of mind when it comes to their future—and we’re honored to be part of that journey with you.
Our Mission
Our mission is to provide compassionate, personalized guidance for the things that matter most to you—whether it’s navigating the complexities of Medicare or securing your financial future through life insurance, annuities, mutual funds, final expense coverage, or critical care protection.
We’re here to be a trusted partner you can count on, offering dependable service and heartfelt support every step of the way. Together, we’ll create a plan that’s tailored to your unique needs—so you can move forward with confidence, clarity, and the peace of mind you truly deserve.
Our Team
At the heart of our mission is a passion for empowering others through financial education—whether you're striving to build a career in finance or simply want to take charge of your financial future with confidence. We’re proud to have guided and mentored hundreds of agents across many of the 50 states.
Our team believes that knowledge is the first step to lasting change, and we’re deeply committed to serving individuals and families in our communities—no matter where they start or what their financial situation may be. Everyone deserves the opportunity to build a better financial future, and we're here to help make that possible.
Medicare has neither endorsed or reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area . Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
