The heart of our organization is a dedicated team of professionals committed to helping our members achieve their financial goals. Our team brings a wealth of knowledge and experience to the table. My vision is to empower members through education, personalized strategies and comprehensive financial planning. I work alongside managing partners Monica Huber and Bob Horejs, who bring diverse expertise and a commitment to exceptional service. Our team includes four highly skilled financial representatives, each with one to 30 years industry experience – and we're growing!

We pride ourselves on our collaborative approach, combining our collective knowledge to provide the highest level of support and guidance. Whether you are planning for retirement, protecting your family's future, or building a lasting legacy, our team is here to assist you every step of the way.

life insurance protection, retirement savings, and preservation and distribution strategies. Our expertise extends to estate planning and legacy building, allowing us to guide members in crafting secure financial futures.