Our Team

Bob's mission is to assist succesful business owners,executives and retirees to make prudent insurance decisions. His clients enjoy counsel on personal and business planning. These concepts include: Bob's disability and long-term care...

Rhonda oversees your applications, paperwork, claims and service requests. She arranges annual reviews via phone and email. She watches over your project like a shepherd safely protects the prized herd from start to finish. She crosses...

Ryan is a graduate of the Poole College of Management at North Carolina State University. Go Pack! She brings to the team over 6 years of experience in the client relations and account management field. When Ryan isn't at the office,...