We are owned and headed by Jefferson K. Jarrell, CLU, AEP®, ChFC, ChSNC and Michael P. Black, MBA who have more than 75 years’ experience in the financial services industry and are one of the most highly regarded financial services and employee benefits professionals in the Tri-State area.

Based on our firms over 75 years of combined experience, we believe the best way to give advice is to get to know our clients and build a relationship with them based on mutual trust and understanding.  By knowing what’s important to our clients, our experienced team can then provide a customized plan to help meet their aspirations and challenges.

If you need guidance with employee benefits planning, retirement planning, special needs planning or insurance, we have the knowledge and experience to meet your unique needs.