Zack Rodabaugh

Professionally, I have worked in the financial services industry for 10 years, a majority of that time as a wholesaler with a top insurance carrier. I have a passion for helping individuals plan for the financial and emotional problems that develop as a result of a...

Ross Perloe

With over 32 years in the financial services industry, I’ve had the privilege of working alongside and learning from industry leaders. My diverse clientele has included young couples embarking on family life and successful business owners grappling with concerns...

Lance Caplin

Lance has over 30 years in the Financial Services Industry with expertise and training in the arena of Elder Care Planning. He serves as an advisor to 100s of clients throughout the US providing integrated financial, tax, investment strategies, and personal wealth...

David Thompson

David Thompson is a seasoned independent insurance advisor in Chicagoland with over 25 years of experience in the insurance industry His resolute commitment to client satisfaction and comprehensive industry knowledge has established him as a trusted resource for...

Patrick McAndrew

Almost every family either has or will be affected by this issue and Patrick is no different. While in high school, his mother became terminally ill and over the course of a few short years, he had the unfortunate experience of learning firsthand the emotional and...