Our Qualifications

We have been working with individuals and businesses in the area for over 23 years.

Dan and Gayla are both licensed life and health insurance agents with extensive experience working with individuals and groups.

Dan also has a series 63, 6, 7 & 65 license qualifying him to work in the Investment arena as well as being licensed as a Registered Investment Advisor with Sigma Planning Corp & a member of the Accredited Investment Fiduciary noted for prudent practice and holding advisors to a higher standard.

We are dedicated to developing lasting relationships with all our clients. We Believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Were looking forward to using our expertise to help you pursue your financial goals.

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