We are a group of strategic partners working together with a mission of providing the highest level of service and a wide range of expertise to our clients.  We focus on building strong long-lasting business relationships.

We specialize in:

Personal and Business Lending


Commercial and Residential Real Estate

Financial Planning & Investments

Banking Services

Business/Personal Insurance

Each strategic partner in our group has years of industry experience.  If you need expert advice or are looking for opportunities to network, feel free to contact any of our members directly or connect with us on LinkedIn and Meetup.

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Meetup has allowed me to meet people I wouldn't have met naturally - they're totally different than me.

Allison, started Women's Adventure Travel

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