Our Qualifications

Jim Schrack, our senior partner has over 25 years of experience in the financial services field  and personally oversees the activities of all of our agents, most of whom have extensive personal and professional experience in their own right. 

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and understand the products and services we recommend in pursuing those goals. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of complex financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.