Who Is Depending On You?


Corporate Insurance

Our team of advisors will guide business owners into maximizing tax opportunities as well as ensuring that their Shared Ownership and Buy-Sell concepts are funded properly.


Family Insurance

Our expertise in a variety of insurance and related services will ensure the well being of you and your family.

Having the right plan in place will give you the confidence to manage life’s events. Whether it is a celebration or an unexpected and unfortunate event, you can rest assured that you are equipped financially to handle the situation. This will lessen the impact and ease the transition when such events occur.





We have been Jeff’s clients since 1993. It brings great peace of mind and we both sleep better at night knowing if something were to happen to either of us, Jeff would be there to take of our family.

Bill and Audry Nicol