Assisting top financial professionals in finding the ideal environment to achieve their goals and effectively meet their clients' needs.

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April Romero plays a critical role in both financial planning and operations at LaRoche Wealth Management. April has been a key member of the firm since 2010 and was promoted to Vice President in 2017. Her responsibilities include overseeing day-to-day operations of the firm, managing the growing team, and consulting with clients – individually, and in partnership with Brian LaRoche.   A fully licensed advisor, April brings over 16 years of industry experience to bear as she develops clients’ plans and helps them through the financial planning process.

April’s detailed technical knowledge of investments is of great value. She researches different investment scenarios and creates strategies, proposals and presentations. Her prior experience working at American Funds, one of the nation’s oldest and largest mutual fund providers, gave her the strong industry knowledge she brings to work today. Also at American Funds, April trained new associates and managers on technical fundamentals, communication skills, critical thinking, and client service.

What April appreciates most about her role as a financial advisor is the opportunity to make a difference in clients’ lives. In turn, clients value her competence, organizational ability, attention to detail, ‘get it done’ attitude, and work ethic. As a result of her intent focus on client relationships, clients regard April as a key member of their advisory team. “I’m driven by deep personal satisfaction from taking care of people,” April explains.

April is dedicated to her family, with whom she spends as much time as possible outside of work. When she is not tending to her loved ones, you can find her wandering the aisles of her favorite store, Target. She resides in Virginia Beach with her husband, Steve, and their two children.

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Knowledge is the key to a successful financial future. Recognizing that each client has individual needs, Bob dedicates himself to understanding and appreciating each client's situation before making recommendations. He believes in educating clients and works diligently to help them develop achievable goals, understand their financial choices and portfolios, and implement strategies that assist them in attaining their personal plans. Bob’s practice is made up of individual clients and their families along with business owners helping them implement benefit solutions for their workforce. Bob will tailor his advice so that it will always be in the best interest of each client.

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Bobby Pickett comes to FFG from Winston Salem, North Carolina as our Brokerage Director and Financial Planner. With 19 years of financial service experience, he works with all clients by taking a holistic approach to understand current financial positions, evaluate risks at hand, all while establishing long term goals on an ongoing basis. Bobby states the key to all of this is  “the planning process is about helping clients align their actions with their intentions.”

Why an Advisor? With first hand financial surprises Bobby transitioned from his banking role to pursue the path to financial success. He wanted to help as many people as he could to avoid financial pitfalls. Currently calling Virginia Beach, VA home, Bobby now specializes in Financial Planning, Retirement Planning, Insurance Planning, College Planning, Income Strategies, Workplace Retirement Plans and Small Business Planning.

In his free time, Bobby enjoys live music and spends time with his fantastic wife -Beth- and two children-Haley (gymnast enthusiast) and Holden (eats, sleeps and lives baseball). He also helps with the local Cub Scouts. With family being important Bobby fully stand behind words of wisdom from his grandfather , which was to “never stop learning”.

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Those who know Brian LaRoche appreciate both his love for education and his desire to help others. Brians intense focus, deeply analytical mind, and commitment to the well-being of his clients are well suited to his career choice as a financial planner. Through education, Brian seeks to replace clients apprehension about the future with knowledge, translate that knowledge into action, and thereby help them take control of their future.

Brian entered the financial services industry in 1993 after obtaining a degree in Finance from Virginia Tech. He started out with Combined Insurance Company of America, founded by the great American entrepreneur, philanthropist, and thought leader, W. Clement Stone. Intelligent, driven, and a hard worker, Brian sought the guidance of valuable mentors whose success he could model. Following their lead, he quickly rose to the top of his profession winning numerous accolades for his achievements.

Throughout his journey across the rapidly changing financial services landscape, Brian would repeatedly be faced with clients who were unsure about the impact of their current decisions on future outcomes. This only served to strengthen his resolve to perfect a rigorous financial planning methodology that would deliver true value through education.

He was his own very first client and then, just to be sure, he put his parents through his process. More than a decade later, time has validated his meticulous approach. The result: a successful financial services practice which continues to grow mostly through the referrals it garners from a comprehensive educational process, incisive insights, and unparalleled commitment to customer service. Consumers have more access to information than ever, he says, and my role is not to sell, but rather to educate them so that they can make informed buying decisions.

Outside of work, Brian can be found on his boat surrounded by family and friends, playing golf at Broad Bay Country Club, and actively supporting Toby's Dream Foundation and Roc Solid Foundation.

A native of Virginia Beach, Brian continues to reside there with his loved ones; Suzanne and his daughter.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I became a Financial Advisor so I could help individuals and businesses do everything in their power never to suffer financial failure. My main goal is to eliminate the worries and stress of “what could derail my success?” in my clients' lives, and help guide them toward a better financial future.

Prior to joining First Financial Group, I worked in business accounting and finance. I gained practical, firsthand experience in how overwhelming it can be to operate a business, and how intertwined your business finances are with your personal finances. Using this knowledge, I help individuals create a cohesive network to ensure their individual and business finances work toward the same goals. Going beyond personal success, I also help in areas like maximizing employee benefits, tax and risk mitigation, executive benefits, retirement plans, income protection, key person strategy, and much more to help achieve your goals.

My home is Virginia Beach, where my family has been for several generations. They have owned a local business for the last fifty years, so I know all too well the trials and tribulations that come with owning a business. Outside of the office, I love to spend time outdoors, so you will most likely find me playing golf, fishing, hunting, or enjoying time with friends. I am an active member in the Old Dominion University and Cape Henry Collegiate Alumni Associations, where I enjoy giving back to those communities. I am an active member of London Bridge Baptist Church, and several volunteer organizations in the area.

I have strategic partnerships with several attorneys, CPAs, and other professionals in the financial space to help you with whatever you may need!

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I have over 20 years of experience as a Financial Advisor, helping business owners and their families navigate their way through the unique challenges and opportunities necessary to achieve financial security. In addition to my role as a Financial Advisor, I am a member of the Crankset Group (business advisory and strategic planning) and a Certified Exit Planner (CExP™) through the Business Enterprise Institute. The BEI CExP™ designation is the standard for Exit Planning certification for business owners. My passion is getting “in the trenches” with business owners and their families, key employees, and professional advisor teams. Focus areas:

• Business Owner Exit/Transition Planning – create and implement business owner exit/transition plan road maps; provide input into all facets of the plan road map, including their design, implementation and funding.
• Non-Qualified Key Employee Benefits Planning – design, implement, and provide funding instruments for benefits plans designed for business owners and their key employees; examples include non-qualified deferred compensation, executive and stay bonus, and split dollar life insurance plans.

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Experienced Enhanced Benefits Specialist with a demonstrated history of working in the insurance and benefits industry. Skilled in Employee Benefits, Sales, Cafeteria Plans, Flexible Spending Accounts, Term Life Insurance, and Whole Life Insurance. Strong sales professional with over 20 years experience. 

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Hough joined the team in late 2021 as our Director of Marketing and now has the pleasure of being a Financial Services Professional.

Hough grew up in Virginia Beach, graduated from East Carolina University, and now lives and works remotely from Denver, where he enjoys snowboarding, skateboarding, camping, and live music at Red Rocks. He is also an avid woodworker and makes woodcarved picture frames on the side.

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Hough has lived and worked in Virginia Beach all his life. He’s seen the region grow from its small town beginnings into a thriving community with over a million people.

For over 40 years, he’s been helping people identify their vision, and put together the financial pieces to help make it a reality. His professional designations include Chartered Life Underwriter® (CLU) and Chartered Financial Consultant® (ChFC), Accredited Estate Planner® (AEP). Certified Exit Planning Advisor (CEPA).

Away from work, Hough and his wife Kirby enjoy traveling, staying fit and spending time with our family and friends.

"Being physically active outdoors is a very important contribution to my energy level, ” he notes. “Whether it's surfing, skiing, or hiking in the mountains, I always seem to get a spiritual renewal that is so important to my wellbeing".

A community leader, Hough is also involved in civic, non-profit, business and local industry groups committed to helping improve the quality-of-life in the community. He gets particular satisfaction from his work with the Boys & Girls Clubs.

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Ms. Janella K. Williams, born in Washington D.C., is a dedicated individual with a diverse educational background and a strong commitment to service. She earned a Bachelor of Arts degree in Mass Communications & Journalism from Norfolk State University, followed by a Master’s in Business Administration from Averett University in 2007. In 2017, she obtained a second Master’s degree in Ministerial Leadership in Biblical Studies from Regent University, enhancing her expertise in theology and leadership.

Ms. Williams founded God’s CoverGirls, an initiative focused on empowering women through immersive seminars addressing holistic well-being and personal development, marking the beginning of her global mission’s involvement. She dedicated herself to serving communities in Ghana, focusing on education and leadership development. Her contributions extended to assuming roles on the board of directors for Nyame Bekyere Christian School (Ghana, West Africa) and Suddenly Joyful Global Missions. Her commitment to philanthropy remains unwavering.

Furthermore, Ms. Williams is an entrepreneur and visionary leader, serving as a valued team partner at First Financial Group. Specializing in life insurance sales and planning for retirement, she leverages her vast sales expertise to develop case designs tailored to meet clients' unique needs and goals. Her proficiency plays a pivotal role in the firm's success, providing comprehensive financial solutions. Overall, Ms. Williams exemplifies a life dedicated to service, education, entrepreneurship, and community empowerment, making her a role model and a source of inspiration for many.

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I am a Business Development Executive with Coastal Region Benefits in Virginia Beach.  We work with Business Owners to enhance their employee Benefits Packages.  We provide analysis and proposals for a multitude of carriers.  

I strive to become a great resource for Business Owners.  Enhancing employee Benefits drives loyalty and assists with hiring and retention.  Benefits can be set up at little or no cost to the owner. 

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At Freedom Point, we provide an excellent client experience through commitment and service.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

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Kevin Heninger is the Director of Operations as well as a Senior Design Consultant at CFM. Kevin is responsible for helping the firm scale its operations and achieve its strategic vision. Kevin was born and raised in Virginia Beach, Virginia and attended Old Dominion University, where he received a Bachelor’s Degree in Marketing while playing on the baseball team. Prior to joining CFM in 2018, Kevin spent the last 12 years at a large mutual fund company. Some of Kevin’s previous roles included assisting shareholders and advisors with various questions regarding their accounts, managing a team of associates, designing and facilitating training for associates on numerous topics, and a brief time in the operations department where he was responsible for pricing some of the securities that make up the mutual funds.

When not at work, Kevin and his wife enjoy spending time with their daughter. They also enjoy traveling, supporting their favorite sports team (Go Tarheels!), going to concerts, and anything Disney.

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Malcolm Terrell was born in Gaithersburg, MD, a suburb of Washington D.C. After high school, he attended Morgan State University in Baltimore, Maryland. After doing more partying than studying, he decided to take his talents to the United States Navy. While serving in the military, he received his Master’s in Accounting and Financial Services from Liberty University. Upon finishing his nine years of Naval Service, Malcolm took an externship, which allowed him to transition into the financial services industry.

Malcolm works with great families and first-generation business owners to organize their finances and help protect their greatest asset -Cash Flow. All too often, his clients wanted better out of life but needed to learn how to develop a process to achieve those results. He became that resource to educate and, by implementing a financial plan, to discover and evade events that could derail them from financial success.

Malcolm is married to his lovely wife, Anise, and they have two beautiful children, Skylar and Callum. Malcolm enjoys golfing, fishing, and watching all sports in his free time.

Maurice Clarke is the President of CFM. He was introduced to the financial industry while still in high school and has professionally worked in the industry since 2005. His success and passion for the industry led him to incorporate his own firm in 2008 and officially opened the doors to CFM in 2012. Maurice is responsible for the vision, mission and implementation of CFM's strategic plan.

Maurice is a graduate of Norfolk State University with a Bachelor of Science in Economics. He holds his Series 7, 63 and 66 licenses along with his Life, Health, Annuity and Variable Annuities licenses. Maurice was born in Freiburg im Breisgau, a city in Baden-Württemberg, Germany. He grew up in Columbia, Maryland and has been a Virginia resident since 1999. When away from the office, he spends his time with his wife  and their two children. 

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Penny has over 25 years as a financial services representative with MassMutual and has been in the finance field for over 35 years. She earned a Master of Business Administration in Finance from Florida Institute of Technology in 1999 and received her bachelor’s in business administration in Accounting from California State University, Fresno in 1992.

Penny is a Certified Financial Planner™ professional who provides comprehensive financial and retirement planning services, including life, disability income, and long-term care insurance. She holds a master’s degree in finance and brings extensive expertise in investment and annuity strategies. Penny is also certified in long-term care planning and works closely with clients to help them understand how to protect their assets from the financial impact of extended care situations.

Prior to MassMutual, Penny worked as a civilian budget analyst for the Navy providing consultation on multi-million-dollar public works projects and contracts. She has also served as an accounting systems analyst, financial counselor, accountant and banker.

Penny is involved with charitable organizations, serving on the board of a non-profit organization based in OH and supporting other local charities. She is also very involved at her church along with her daughter and husband of nearly 40 years.

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Reid Barber graduated from Old Dominion University in 2019 with a Bachelor’s Degree in Finance. He was awarded Most Outstanding Financial Planning Student in 2019. Reid served as the Old Dominion University Class Council of 2019 Vice President for the 2016-2017 school year.

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Ryan specializes in working with families and business owners by implementing strategies to improve their financial situation. He focuses on mitigating the financial consequences of the threats clients face through protection, advanced estate and tax planning strategies, and specialized wealth management.

Ryan helps business owners with planning for the eventual exit from their business, as well as succession planning, buy/sell planning, and strategies to help recruit, retain, and reward employees through executive and key-person planning. He works closely with other professionals to include estate and business attorneys, tax professionals, and other insurance professionals, to ensure clients are provided with a full spectrum of financial resources.

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As a financial advisor, I partner with my clients to help craft a financial plan that is unique to them. I focus on what my clients want to achieve in their lifetime and the legacy they would like to leave behind. Whether you are planning for yourself, your family, or your business, I believe a solid plan can help you through life’s journey.

Outside of work, I volunteer and serve on several boards of non-profit organizations and spend time with my family. We enjoy travelling, sports and playing with our dogs, Bodie and Penny.

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Since beginning my career in the financial services industry in 2008, I have had the privilege of guiding clients through all the phases of the financial planning process. Fully understanding how critical of a role advisors play in assisting individuals and families prepare for their future, I have made it the foundation of my career to truly listen to my clients, and build plans tailored to their needs, goals, and dreams. I view these plans as living, breathing entities that will forever grow and evolve with the client(s). With this in mind, I find it vital to routinely meet with my clients in order to track progress, stay informed of their life events, and provide advice according to current economic patterns and market activity. The most important factor of cultivating these long term relationships is building trust through consistency and reliability. All my clients know I have their best interests at heart because I treat their dreams and goals as if they were my own.

My wife and I currently reside in Virginia Beach with our son and still consider Richmond, VA and Saint Petersburg, FL to be our “homes away from home” In my spare time you can find me playing guitar, fishing, lifting weights, or running in local events such as the Rock N Roll or Shamrock races.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Tiffany has been offering supplemental benefit options to clients since 1997. Tiffany loves working with business owners to create a competitive enhanced benefit package to compliment and support their existing benefits or introduce brand new benefit offerings. She uses her years of experience to provide solutions that help businesses attract and retain top talent employees at no cost to the business. Her real passion comes alive with the employees or individuals. Weather it is educating them and making it easy to understand, help in choosing the right protection for the employee and their families, or helping in their time of need. 

The satisfaction of supporting someone with financial protection when they get a diagnosis or have an accident is exactly why I get up every day and strive to help educate employees. I care about my policyholders and aid with filing thousands of claims ever year. Almost everyone experiences a need of the benefits we provided at some point in their lives, and I would love the opportunity to help you find the right protection for when that need occurs!

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I consider it my personal mission and calling to facilitate connections across the country and in our community–– that is, to help bring the right people together–– to create new relationships and potential growth for all. In the wake of the health crisis and prolonged social detachment, I believe this endeavor has become more important than ever. 

Should you be looking to find a new career, or are simply in search of some professional guidance or growth, I'd be glad to learn how I might be able assist. Particularly, to members of our U.S. Military: I have specialized resources designed to help you succeed that I am happy to share with you. Even if the opportunities at my firm aren't a good fit, a brief brainstorming session could help you navigate in the right direction. Please feel free to reach out to me via my contact information. It would be my pleasure to connect with you.

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Preparing for that next step in life isn’t always easy. William's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. He provides wealth management services to select clientele of high net worth families, business owners and organizations. He helps them make informed decisions about their money and the protection of their assets and estate. He works for his clients as he would his own family and aspire to build lasting, meaningful relationships based on trust, integrity and superior client service.

Born and raised in Virginia Beach, Virginia, William has been married to Donna Haycox for over 30 years. Together they have raised two beautiful daughters. His education includes a BS in Mathematics, in addition to graduating from Lynchburg College in 1984, along with many other business and finance industry certifications and designations.

He is very active in community charities and benevolent organizations. In addition, he is a member of First Presbyterian Church and the Princess Anne Country Club. In his leisure he enjoys surfing, fishing, hunting, tennis, snowboarding as well as traveling.

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Zach Lampert was born and raised in Norfolk, graduated from Norfolk Academy with honors, and then graduated from Virginia Tech with honors and majors both in Finance and in Human Resource Management. He started his career in 2005 and holds the professional designations of Chartered Life Underwriter(CLU) and Chartered Financial Consultant (ChFC). He has been servicing policies that have been written at different points in time over the last 50 years and as a result he is well versed in most of the different variations of life, disability, and long term care insurance policies. On the investment side, in addition to working with investment brokerage and advisory accounts he also works with various different types of annuities and has a firm understanding of Social Security and the Virginia Retirement System.

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Leslie “Adam” Morgan was born and raised in Franklin, VA, which is a small city in the “Tidewater” region of Virginia. After High School, he attended Radford University where he received his Bachelor’s in Business Administration in 2004.

After graduation, Adam sought a job opportunity that allowed him to work with people while helping them identify creative solutions to resolve their unique problems. His uncanny ability to think quickly, critically, and strategically in the face of challenging scenarios led him into the Financial Services industry in 2005. Adam’s mindset of excellence in everything he does, coupled with his unselfish desire to help others resulted in him excelling in the field of personal and business strategic financial plan development and implementation.

He has won numerous awards, including “New Agent of the Year” in 2006 with his firm, as well as multiple honors in one of the industry’s most prestigious organizations: The “Million Dollar Round Table,” to include multiple “Court of the Table” recognitions and designation as a “Top of the Table Producer” in 2019, 2020, and 2021.

Adam is married to the love of his life, Jenny, with whom he has two wonderful children, Andy and Joanna. In his free time, Adam enjoys the following activities: Golfing, spending time with his family, and being an avid collector of esoteric items.

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Our mission as a team focuses on helping small business owners and busy professionals achieve their desired goals, as well as understanding each client’s unique wants and financial dreams. 

We strive to empower clients by offering education, tools, and resources aimed at facilitating clear communication and bringing definition to their ambitions and objectives. Each client is different, and what constitutes a great life can be wide-ranging. We help take the burden out of managing the financial details so clients can enjoy life’s journey and live out their unique purpose.

I hold a bachelor’s degree in international business and German from Oklahoma State University, and an MBA from West Texas A&M. I have fourteen years’ experience in the financial services industry, and previously spent a significant portion of my career at a wirehouse. Outside of the office,I’m active with the Norfolk Sports Club and serve on their scholarship foundation, as well as with a homeless ministry in Virginia Beach called PiN Ministries. I also enjoy running, hiking, visiting museums, and following Oklahoma State Sports.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. Kevin’s combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income, or long-term care insurance protection, he promises a new level of attention, insight and capability. 

Kevin is prepared to assist clients with their financial plans and help them meet their long-term financial goals. He works closely with his clients and can also work with you.  He will assist you as you:

Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your own tolerance for risk and your timeframe
Implement your strategy with products and services that help meet your needs.
Kevin will tailor his advice so that it will always be in the best interest of each client.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Knowledge is the key to a successful financial future. Preparing for the next step in life and protecting those you love isn’t always easy.  I am dedicated to making a difference in people’s lives.  My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I am passionate about helping individuals and businesses protect what matters most and prepare for a successful financial future. I believe that education is the key to making informed financial decisions, and I work closely with each client to ensure they understand the strategies and options available to them.

I specialize in helping clients achieve their financial goals through tailored insurance solutions, estate strategies, and benefits planning. Whether working with individuals, families, or companies of all sizes, I take pride in building long-term relationships rooted in trust and integrity. My mission is to offer guidance that aligns with each client’s unique needs and values—always with a focus on long-term success.

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Preparing for the next step in life isn’t always easy. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Preparing for the next step in life isn’t always easy. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. My combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

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