Our Strategic Partners

We work closely with specialist advisors who leverage each other's talents and networks to help you achieve financial security.

Photo of Financial Advisor Robert Metler

Robert Metler

MBA

Financial Advisor

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Photo of Wealth Management Advisor Thomas Jensen

Thomas Jensen

MSc, CFP®

Wealth Management Advisor

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Photo of Financial Representative Jackson Robert Metler

Jackson Robert Metler

Financial Representative

Our Team

Our team is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Chief Operating Officer Kimberly Rhoe

Kimberly Rhoe

Chief Operating Officer

Photo of Associate Financial Representative Elyse Bunkers

Elyse Bunkers

Associate Financial Representative