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...

Kristi joined the LMFS team in 2021 to provide you a higher level of personal touch with your planning. She will follow up through phone, text, Zoom and email to help answer questions and arrange annual and semi annual reviews. She...

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...