Experienced in consulting with investment committees to construct appropriate investment lineups for qualified and non-qualified plans. With a focus on stewardship, he strives to impact the success of those we serve, ensuring everyone can retire with dignity and proper knowledge about their finances.
With over 40 years of expertise in the insurance and annuity field, Dick Bjorklund is an invaluable asset to our team. He specializes in helping clients navigate, understand, and ensure that their insurance and annuity portfolios are adequate, up-to-date, and appropriate for their current situation. Over his long career, he has witnessed a wide range…
With an impressive 28 years of experience in the insurance and annuity field, Christina is a dedicated professional who ensures our clients have the most up-to-date and adequate coverage. Her personable and approachable nature reassures clients, making them feel secure and confident in their financial protection.Christina’s extensive industry background makes her a valuable asset to…
Emory leads our firm’s strategy for individual life, disability, long-term care, and annuity lines of business. His focus centers on reviewing clients’ coverage, taking into account their current goals to ensure alignment. Emory collaborates closely with investment advisors, financial planners, and retirement coaches to educate clients on the importance of adequate insurance coverage. Emory’s passion…
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