Our Qualifications

Our owners and associates have over 70 years of combined experience in the successful operation of businesses. We believe that our experiences have helped make us sensitive to the ever-present but sometimes hidden realities which exist in the lives of our clients. This "insight" has helped us to effectively interpret the needs and objectives of our clients, analyze the potential solutions in the market place and thereby make appropriate recommendations.



Kim J. Moore

CERTIFIED FINANCIAL PLANNER^™ (CFP^®)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Certified Family Business Specialist (CFBS)



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Lynn Weirich

Registered Health Underwriter (RHU)

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Fellow, Life Management Institute (FLMI)



Click Here to Contact LYNN WEIRICH