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We strive to stay in communication with our clients. Have a question about our business, or want to see if we match your specific needs? Send us a message, or give us a call. We're always happy to meet new customers!
Jennifer began her career in April 1999 at Ruman Limited Partners. In 2003, she left RLP and has been with us ever since. She specializes in institutional and private insurance.
Jane began her business management career in April 1997 at Sorensen Limited Partners. In November 2006, she left Sorenson to manage our business development team.
Jeff began his finance career in April 2010 at Gage Ltd. In November 2012, Jeff left Gage and started working with our clients to help them with their financial planning.
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3229 Bamburgh Ct, Charlotte, NC 28216, United States
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