Brian’s 15 years of experience makes him our team lead! licensed to help you with every line of business (CLTC, Life and Health, Series 65) allowing Brian to focus on what we call the three main pillars of retirement: 1) Financial Solutions & Tax Planning, 2) Life Insurance & Legacy, & 3) Health Ins. & Medicare. Brian will work closely with you to ensure you have the right foundation for your retirement!
Alecia’s years of experience makes her a great asset to our clients in care planning! Alecia has her Certification for Long-Term Care (CLTC) Specializing in providing asset-based LTC case designs, asset protection, and coverages such as Medicare Coverage Options and health ins. for clients under 65.
Heather is the head of our new business team! Heather assists with life & annuity case management, client communications, new business processing, scheduling, contracting, and claims. Heather is also our team lead for client and company events.
Licensed to help you with every line of business as well (CLTC, Life and Health, Series 66). Experience, knowledge, and dedication to our client’s success. Karl provides strategies that help with 401(k) & Pension planning in addition to advanced estate and business planning.