Broker Check

Mission Statement

We believe the Independent model is the best model in the industry. We share your entrepreneurial spirit, and as business owners ourselves, we face the same challenges as you. We have the ability the see things from your perspective…because we’ve been where you are.  We never lose sight of our common goal: a simplified, independent, and successful partnership.

We believe our representatives should have the freedom to use any products suitable for their client’s needs.  Therefore, through our broker dealer partner, Securities America, we provide access to a wide range of non-proprietary investment options and advisory products and platforms.