Employee Benefits
Rethink what you expect from your carrier.
It’s time for employee benefits that meet your changing needs.
Executive Benefits
Executive benefits are designed primarily for highly
compensated employees and key people.
Company Retirement Plans
Businesses are increasingly aware of
the valuable role employee benefits play
in the workplace.
Business Exit Succession & Transfer
Plan now, while you have time.
Use sound strategies coordinated by a professional team.
OUR TEAM
James Reese, CFP®, CLU
Founding Managing Partner, CEO
Christopher Reese
Founding Member / COO
Mary Sue Kenny
Founding Associate, Retirement Planning Specialist
Alex Duncan
Team Member
Patrick Pistor
Team Member
