Message from our CEO
"As a holistic planner, it is my mission to help every family I meet with to make sure there is some sort of plan in place for these areas. Whether that be family, financial, or references to legal help I will help guide you to the right place for your needs. One of the greatest accomplishments in my career was earning a place in the Million Dollar Round Table. While that may not mean much to most, it has been a goal since I started this career in 2014. Simply it means I have helped a lot of people get the type and amounts of coverages they needed."
Bill Green
CEO
