Success Stories
Business Owner
Mike gives me the complete picture and a broader scope of the options out there. We regularly discuss the markets and investment opportunities as he sees them. He is thorough and smart. All my needs are met. If you want to get the best results, Mike finds the best solutions available for you.
Physician
Mike understands the medical industry so I didn't have to explain my situation which is important to me. He is very knowledgeable, especially in setting up insurance geared towards my family. He's personable and approachable. Most importantly, he's protecting the people that I love, who rely on me.
Medical Student
I wanted to work with Mike as he had previous experience with medical students and his wife is in the field. He is easy to talk to and very helpful. It's a huge weight off my shoulders knowing he is helping me manage school debt and providing robust insurance coverage suited to me.
Nurse
Mike makes me feel comfortable - he's so down to earth. I can ask him the hard questions like "how long will my money last?" and he's always honest. He puts in the extra effort and treats my plan like he would his own. I feel a strong sense of security. He's continuously learning to enhance his services.