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Tom has been in the life insurance industry for almost 50 years. He is a two-time presenter at the Million Dollar Round Table and serves on the board of the AALU. He leads a group of advisors from around the country teaching them a strategy of how to build wealth off the radar screen of the IRS using the current tax code.

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Ken boasts over 50 years in financial services, starting as a part-time college agent before committing full-time. He holds CLU (1984) and CFP (2002) designations, amassing numerous sales awards like MDRT Life & Qualifying Member, Court of the Table, Top of the Table, National Sales Achievement Award, and National Quality Award.

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A licensed attorney for over thirty years, Bo has been involved in retirement planning for most of his career.  Focusing on a Client’s options, and the implications of the choices they have already made, Bo helps them avoid surprises on the day they stop working.


Brian has been a public accountant for 33 years.  He has owned a variety of businesses and brings a wealth of consulting experience to his clients.  "My goal is to take technical concepts and break them down to simple language, so clients can learn and apply them to their unique situations.”

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