| Name | Title | Contact Details |
|---|
We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Our roots belong with the Custom Cabinetmaker. We were cabinetmakers for years and identify with the values and qualities of the custom cabinetmaker. When it comes to developing relationships with our customers, our mission is Success for those we work with, as we build those relationships on our core values of Create Win-Wins, Do the Right Thing, and Make it Better. Were fanatical about assembling a great team, who continue to "make it better" with great products and innovative services for the Custom Cabinetmaker, and have been since 1989.