Wealth & Insurance Network
Building Wealth… Protecting Futures…

Wealth & Insurance Network Building Wealth… Protecting Futures…Wealth & Insurance Network Building Wealth… Protecting Futures…Wealth & Insurance Network Building Wealth… Protecting Futures…

Wealth & Insurance Network
Building Wealth… Protecting Futures…

Wealth & Insurance Network Building Wealth… Protecting Futures…Wealth & Insurance Network Building Wealth… Protecting Futures…Wealth & Insurance Network Building Wealth… Protecting Futures…
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About Us

Our mission is to establish a dominant local presence by building trust in the community, embracing innovation, and delivering top-tier protection and financial peace of mind. By aligning our efforts with LEAP, we will not only grow a profitable business but create a workplace where careers flourish and where service becomes our legacy.

The LEAP philosophy guides every aspect of this agency’s leadership and culture:
 

  • Leadership – Empowering the team through mentorship, modeling, and structure.
  • Exceeding Expectations – Delivering a client experience marked by promptness, clarity & care.
  • Advising – Educating and supporting clients with customized insurance and financial recommendation
  •  Problem-Solving – Taking initiative and ownership to resolve issues efficiently and insightfully.


At the heart of our agency is the LEAP philosophy—our roadmap to market leadership and enduring impact. We envision an agency that leads with integrity and purpose, where each team member feels empowered to exceed expectations and serve with heart. Through consistent advising and proactive problem-solving, we will bring meaningful value to every household and business we touch.

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Insurance Products

  • Auto Insurance
  • Home & Property Insurance
  • Life & Health Insurance
  • Business Insurance

Financial & Investment Services

  • Retirement Planning
  • Traditional & Roth IRAs
  • Mutual Funds
  • Managed/Advisory Accounts
  • Annuities (Fixed, Indexed, Immediate)

Business Consulting

  • Small Business Coverage Reviews
  • Employee Benefit Discussions
  • Risk Management Consultations

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