Broker Check

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.
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WE'RE WITH YOU EVERY STEP OF THE WAY

We work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Fallen Tree Damage—Who Pays?

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Sommer T. O'Neil

Sommer T. O'Neil

Financial Advisor/President

Bradley R. Teets

Bradley R. Teets

CPA/PFS, CFP®

Jacquelyn P. DeRonde

Jacquelyn P. DeRonde

Client Services Manager

Danielle Castillo

Danielle Castillo

Client Services Associate

LET'S GET CONNECTED

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