About Us


Our client's financial well-being is paramount above everything else.  We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Click on a team member to learn more about them.

Our Partners

Mark Wadey

Mark Wadey

CFC / Partner

Dan Prentice

Dan Prentice

CPMB / Partner


Our Staff


Kevin Robinson

Kevin Robinson

Representative

Robin Townsley

Robin Townsley

Representative

Tatiana Trunyova

Tatiana Trunyova

Insurance Broker