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Our mission is simple. Build relationships with our clients so we can best understand their goals, dreams, and situations to help fulfill legacies, build financial independence, and provide peace of mind.

We start with a deep dive into your industry and/or situation to allow our team to develop a deep, detailed understanding of your specific needs where we’ll identify current and future risks and a range of solutions that other brokers and risk management advisors typically don't assess. Having been in the insurance industry for over 20 years, we have seen a wide range of complexities and uncertainties pertaining to risk and have created practical, cost-effective answers to our clients most troubling questions. We're committed to helping our clients find the right solutions.


Our insurance division is considered to be one of our core specialties and our experts will work closely with you to identify and reduce your overall cost of risk. Capabilities include protecting your physical and intellectual assets, addressing exposures in your supply chain, managing corporate governance, executive liability and employment practices liability risk, reducing workers’ compensation costs, protecting clients from reputational risk and cyber liability, aggressively managing any losses that occur and claims that arise, and more.

Our insurance experts focus on two main categories: Life and Property & Casualty insurance. In short, our life division works directly alongside our estate planning team specializing in family asset protection so that future generations don’t have to take on any unnecessary liabilities due to improper or lack of planning. Our property & casualty works similarly with intelligently designed policies tailored to the risks of your business. We have the ability to review every aspect of your operation and work to mitigate threats at all levels.


We understand that life is unpredictable and that it is why it is essential to have a reliable risk management strategy in place to keep you and your loved ones protected, which is why we offer a comprehensive range of insurance products and services, tailored to your individual needs and goals. Our team of experienced professionals will work closely with you to develop a personalized plan that covers your personal, financial, and philanthropic objectives. With our flexible approach, you can be sure that you have the right protection in place to deal with whatever life throws your way. Our product range includes life insurance, disability insurance, long-term care insurance, annuities, and specialty products.

Property & Casualty

Ensuring the safety and security of your property and assets is crucial for the success of your business. This includes protecting against potential losses or damages, as well as liabilities arising from accidents or incidents that occur on your premises. Our team of experts can help you identify potential risks and provide comprehensive coverage to safeguard your finances and reputation. Our product range includes general liability insurance, workers' compensation, cyber liability insurance, fiduciary liability coverage, and support for mergers & acquisitions as well as claims management services. With our guidance and solutions, you can have peace of mind knowing that you and your business are protected against unexpected risks.

Stop overpaying for insurance.

Let us take the guesswork out with 3 quick steps.

+ Comprehensive integration

+ Quoting of new coverages

+ Policy binding & coverage implementation