Our Team

MANAGING DIRECTOR

 Jennifer began her finance career in April 1982 at Ruman Limited Partners. In November of 1992, she left RLP and started her sales career as an agent with S&H Ltd. 

CHIEF FINANCE OFFICER

 Dr.Terry Forrest, began his finance career in April 1999 at Soresen Limited Partners. In November of 2005, he left Sorenson and started his career with us. 

Financial Advisor

 Jeff began his finance career in April 2002 at Gage Ltd. In November of 2010, Jeff left Gage and started his  career with Better Life.