Our Team
Owner/CEO
Following college graduation, Kate knew that she wanted to make a difference in people's lives. What better way to do that than to ensure that people and their families have coverage in case of an emergency.
Our jobs are to talk about final expenses, insurance, and retirement. Don't make it our job to tell your families that you weren't prepared!
Owner/CEO
Josh has been in the finance industry for 10+ years. He appreciates helping clients understand that what they invest now can allow them to retire at the age they best see fit. While the future is unknown, you can be well rested knowing that your finances will be taken care of.
Talent Aquisition Manager
Natalie finds pride in helping others find what they love to do in their career field. She wants to make sure that the individual is a good fit for the company and always has the best interest at heart.