
Our industry affiliations allow us to offer clients industry-leading products, backed by some of the largest companies in the country. However, the most important thing we bring to our clients is a planning process that allows us to help clients completely understand their financial situation and develop an effective approach designed to maximize their financial potential.
Using the Lifetime Economic Acceleration Process™ , we have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning a personal program is developed that can leverage all aspects of a client's financial situation, and provide an integrated financial program to help them reach their financial potential. |

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Kathy
Pagartanis
Our
Director of Marketing, Kathy Pagartanis, is
responsible for developing and implementing
advertising and promotional strategies. She also
manages the initiation and executing of
marketing campaigns for product awareness and
customer satisfaction. Kathy has an Associate’s Degree in Applied Science and a background in management. She is also a Notary Public.
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Carol
Eberle
Our
Administrative Assistant, Carol Eberle
has worked in the legal field for over
18 years, serving as a mortgage
underwriter for 5 of those years. Also
acting as a Notary, Carol ensures that
our customer's needs are attended to
promptly and thoroughly by our highly
trained staff.
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