About Us

Our Team

Financial Planner #1

Jennifer began her finance career in April 1999 at Ruman Limited Partners. In November of 1992, she left RLP and started her sales career as an agent with S&H Ltd.

Financial Planner #2

Jane began her finance career in April 1997 at Soresen Limited Partners. In November of 1992, she left Sorenson and started her sales career as an agent with S&H Ltd.

Financial Planner #3

Jeff began his finance career in April 2010 at Gage Ltd. In November of 1992, Jeff left Gage and started his sales career as an agent with S&H Ltd.

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Hours

Monday - Friday: 10am - 5pm

Saturday: By appointment

Sunday: Closed