James W Vassas Jr.

• 5.0^{/ 5} 1 Rating
• Estate Planning

My wife and I met Jim over 12 years ago through a trusted family recommendation, and we’ve fe...

Lance Lehman

• Annuities

Together, We’ll Take Your Wealth Farther

Jakub Kubrak

• 5.0^{/ 5} 1 Rating
• College Financial Planning

Jakub has been our Fiduciary for multiple years. He helps in all aspects of wealth management. ...

Charles Czajka

• Annuities

Making Your Dream Retirement A Reality

Kate Spilsbury

• 5.0^{/ 5} 1 Rating
• Dental/Vision Insurance

What can I say? Kate goes above and beyond to find the plan to best fit your needs. Explained w...

Michael Hoffman, CLU, ChFC

• Annuities

Helping People Create and Protect their Wealth since 1979

Kate Spilsbury

• 5.0^{/ 5} 1 Rating
• Annuities

What can I say? Kate goes above and beyond to find the plan to best fit your needs. Explained w...

Joe Zappia

• 5.0^{/ 5} 1 Rating
• Annuities

Joe is a driven and resourceful insurance professional with a high level of integrity for the c...

Cory J Dawkins

• Annuities

Achieving Our Success By Serving Others And Creating Innovative Solutions To Everyday Financial Challenges

Thomas Christensen

• Annuities

Wealth Advisor/Licensed Agent