Meet Our Ceo

Since 2004, Abby has been in the insurance and financial services business. As a licensed Life & Health insurance practitioner, her two areas of expertise are Group Employee Benefits for companies, and Asset Protection planning with...

For more than 23 years, David has been working with high-net-worth individuals, families, business owners, professionals and executives to transform their financial goals into realities. By getting to know his clients through a...