Culture
Why Choose Us?
Experience You Can Trust
Our advisors have over 45 years of combined financial industry experience.
Nationwide Reach
Serving clients in Greater Chicagoland and all the country.
Independent & Client-Focused
We work for you, not the financial or insurance companies.
Proven Results
$100M+ in life insurance face amount and $30M+ in annuities placed.
Lion Street Membership
Access to top-tier carrier products and underwriting experience.
We offer a fast-paced and dynamic working environment that is focused on achieving results.
CEO