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

Erin Denroche
Eryn Denroche

CFP
Financial Planning Analyst

Astrid Loazia
Astrid Loaiza

Administrative
Associate

Shannon Cairns
Shannon Cairns

Administrative
Associate

Katherine Danyo
Katherine Danyo

Client Care
Coordinator

Contact Us

We're here to help