Personalized Business Management
Supporting you in your next business adventure!
About Us
Tailored Services
We work with you to figure out exactly what services your business needs to run more efficiently. Once that is established, our consulting team can work with you to figure out how you can grow your business from where it is now to where you dream of taking it.
Regulatory Compliance
Are you concerned about the regulatory and government compliance rules for your industry? We'll keep up with those regulations so that you can feel secure that your business is in compliance. All that information is kept in our data centers, protected by the latest in cyber security measures.
Customer Support
We know that your business is running 24 hours a day, 365 days a year. So it's imperative you have help outside of the regular office hours. You can reach someone on our team for an emergency at any time of the day or night. Supporting you around the clock is our business.
Our Team
Team Member #1
Jennifer began her career in April 1999 at Ruman Limited Partners. In 2003, she left RLP and has been with us ever since. She specializes in institutional and private insurance.
Team Member #2
Jane began her business management career in April 1997 at Sorensen Limited Partners. In November 2006, she left Sorenson to manage our business development team.
Team Member #3
Jeff began his finance career in April 2010 at Gage Ltd. In November 2012, Jeff left Gage and started working with our clients to help them with their financial planning.