Team

Dan founded the firm in 2011 and has been in the financial services industry since 1998.

DJ began working with us in 2020 as an Insurance Specialist focusing on developing solutions for our clients’ life, disability, and long-term care concerns. He’s passionate about helping people secure their financial plans...

Lauren joined us in October 2018 as a Client Services Assistant and now functions as our Operations Manager as well. She is the daughter of Ed and Teresa Stephens. Lauren graduated from Anna High School in May 2019...