Founded in 2007, out of a desire to break away from larger firms to advocate, collaborate, and provide expertise in a manner that allowed us to create the experience that we knew was possible. We like to say; we are who you would want to work with if you knew we were a choice.

We are an independent insurance brokerage firm that provides product expertise, comparative analysis, and business, executive compensation, estate, philanthropic technique integration (otherwise known as advanced planning) for the risk management. Also, liquidity funding needs of institutional and independent advisors, fiduciary advisors, specialty insurance firm’s working on behalf of their client’s interests.