Penny Moore and Carolyn Peplow, my trusted assistants in our regional office. Our managing partners, Kristina Rebali and Chris Schultz, including our representatives throughout South West Florida.

multiple states.

developing people, whether it is a financial professional in their career, helping a family develop the right financial habits, or a small-business owner create a legacy.

helping individuals, families and business owners meet their unique financial needs throughout life. We’re a full-service financial services provider with a wide range of product offerings.

of our fraternal culture. We are owned and operated by and for the benefit of our members. When we say " Touching lives. Securing futures," it goes beyond the financial planning, we have a heart for helping our community thrive.

financial representatives and managing partner position. Both tracks are well-defined and have specialized training to ensure professional and personal success.

Proverbs 13:22 says, "A good man leaves an inheritance to his children's children, and the wealth of the wicked is stored up for the righteous." I believe this is the call of a financial service professional. My personal belief is we aren't in ministry, ministry is in us. I'm proud of a career that can help so many people!