As dedicated and passionate financial professionals and leaders, our goal is to provide our clients with the best products and services our industry has to offer.
Our methods are simple, but highly customized to meet each client’s needs. We’ve never believed in a ‘standard’ approach for maximizing and protecting assets, but instead we focus on getting to know our clients and selecting products and services that offer exactly what they need.
With over 27 years of experience, Michael has spent his career helping individuals and families plan for successful financial outcomes. As President & CEO of Bottomline Financial, Mike works diligently to bring the best financial solutions for his clients with impressive results.
With over 32 years in the financial services industry, Dick and his team of financial professionals have helped thousands of people reach their financial potential. With a passion for helping others succeed, his customized approach capitalizes on years of industry experience and remains a top choice for trusted financial guidance.
With a wealth of knowledge in financial topics, Ginger develops material to help consumers make smart decisions with mortgage protection and final expense planning advice.
