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Key Team Members

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Key Team Members

G. (Benji) Gross CLU®, ChFC®,AIF®

Managing Partner



"Everyone has dreams and goals for their families, themselves, and their business. I believe in not only helping my clients achieve their financial goals but also plan for those events in life that can derail those goals.I'll provide...

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Jonathan Williams

Employee Benefits Associate


"I love this business! I am passionate about it! I love helping people. And, I love being part of an organization that has connections with many large companies, while still providing local service."Jonathan was born and raised in...

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