Broker Check

Senior Partners

We are dedicated to providing our clients with excellent service at all times. Building strong relationships between clients and their financial professionals is an integral part of developing a successful financial strategy. Our clients must maintain high expectations from their advisors, and we are committed to exceeding them.

Curt  Turner

Curt Turner

Insurance Consultant, Senior Partner

301-519-8016

PJ  Horan

PJ Horan

Senior Partner | CFO

301-519-8016

301-576-8644