Get to know my team

We appreciate that you’ve chosen to trust our team to serve your financial health. Our goal is to ensure you feel confident that the plan we’ve put in place will help you reach your goals and allow you to fully spend your life living.

Tosha has been with our team for 5 years. She brings attention to detail, exceptional customer service, and a superb level of professionalism to the table. She believes that everyone deserves the chance to know what true financial health can look like. 

If you need to schedule an appointment, request maintenance, or have a question about a policy or account, please don't hesitate to contact Tosha.