More about SPC and Our Core Principals
Our licensed associates are trained to assess each client’s situation and then find the best way to solve their needs.
Expertise & Knowledge
Decades of experience in the life and health arena, along with continuous education assures us that clients are receiving the best possible advice and products.
We partner with many top-rated, world-class professionals in the industry, yet we are independent, allowing us to act in the best interest of our clients.
We are accessible to our clients, no matter what the question or need is. Contact our office and you will receive a prompt, courteous response.
Invested in Our Clients
SPC spends tens of thousands of dollars each year to maintain technology that helps our clients be more efficient, compliant and competitive.
Certifications and Designations
Our Specialized Training
REBC® – Registered Employee Benefits Consultant®
LUTCF® – Life Underwriter Training Council Fellow®
CLU® – Chartered Life Underwriter®
CASL® – Chartered Advisor for Senior Living®
ChFC® – Chartered Financial Consultant®
Licensed Insurance Agent
Membership & Associations
Meet The Team
Founder & President
Licensed Agent & Consultant
Vice President of Client Services