Broker Check

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn More

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
Learn More

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.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Learn More
Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?
Learn More
Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
Learn More

HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Sommer T. O'Neil

Sommer T. O'Neil

Financial Advisor, CRC®

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

Thank you!
Oops!