Our Team of Certified and state Licensed Representatives
Brian Neal
Kattelin Crocker
Jessica Neal
Founder/Senior Insurance Broker
* Life and Health Licensed
* Certified Tax Professional
*Xero Certified Bookkeeper
*ADP Certified Payroll Specialist
Jessica Neal
Kattelin Crocker
Jessica Neal
*Certified Tax Professional
*Small Business and Self Employed Tax Specialist
*Xero Certified Bookkeeper
Kattelin Crocker
Kattelin Crocker
Kattelin Crocker
*Certified Tax Professional
*Individual and Self Employed Tax Specialist
Dawn Clark
Aurelien Leblond
Kattelin Crocker
* Customer Service Representative
*Appointment Setter *Receptionist
Matthew Martin
Aurelien Leblond
Aurelien Leblond
Independent Representative
*Life and Health Licensed
Aurelien Leblond
Aurelien Leblond
Aurelien Leblond
Certified Bookkeeper, Accountant, and Notary
*Life Licensed
*Xero Certified Bookkeeper
*ADP Certified Payroll Specialist
*Certified Tax Professional
Michael Martin
Michael Martin
Michael Martin
Independent Representative
* Life and Health Licensed
Our Five Founding Principles
Integrity
We believe integrity is essential in our line of work. We believe our word is our bond.
Honesty
We do what we say we will do. Period.
Dedication
We are dedicated to you the client and to learning. We make sure to stay current on all industry standards, laws, and policies.
Quality
We put our name on the line to ensure you get the BEST products and services available at the best price available.
Dependability
We build lasting relationships with our clients, and we will be there when you need us most.