
Asset protection, healthcare, and financial prosperity are interrelated, and we look at the big picture when coordinating a strategy to benefit you in the years to come. We recognize that each of our clients requires a unique combination of products and planning.
Our professional staff takes the time to understand your needs and makes sure you understand the strategy we recommend. We provide a range of reputable products, including car, home and business insurance from multiple carriers with 24/7 claims reporting and competitive rates. When it comes to responsive, accurate customer service, our clients give us high marks.
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John Bowers
Jeff Bowers, CFP®
Kelly Baranowski, CISR
Josh Barnhart
Jason Bernard, MBA, CLCS
Tammy Berry, CISR
Mary Creed, CISR
Crystal Eby, CISR
Janice Fisher, CISR
Jen Fogle
Stephanie Hartsock
Heidi Hendershot
Virginia Holder
Bobi Jerome, CISR
Fatima Livioco
Amy Mason, CEBS
Beth Schoen, ACSR
Kristi Shank, FPQPTM
Barb Sites, CISR, CIC, CWCS
Penny Slifer, CISR
Carol Smothers, CISR
Renee Wolfe
97 Thomas Johnson Dr. Ste. 201
Frederick, MD 21702
(Get Directions)
301-662-1144
800-453-2105