ABOUT US

Exclusive Services. Powerful Wisdom. Connected Talent & Resources.

What matters most to you is what we are about. We implement Life Insurance Value Optimization to protect and preserve your wealth. We drive business continuity to deliver ownership freedom.​ We empower successor accountability and purposeful wealth transfer. 

Core Personel

Keith Brown
Keith Brown

CFP, CLU, CH.F.C, FEA, CExP™, TEP
Business Family Advisor

Dylan Brown
Dylan Brown

DIPL. T, CLU, CHS
Insurance Advisor

Ivy Woo John
Ivy Woo John

MBA, GBA
Senior Advisor

Joanne Durand
Joanne Durand

Executive Assistant
& Office Manager

Eryn Denroche
Eryn Denroche

CFP
Financial Planning Analyst

Julie Malo

Administrative
Associate

Astrid Loazia
Astrid Loaiza

Administrative
Associate

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