Personalized Business Management

Supporting you in your next business adventure!

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Our Team

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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.

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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. 

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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.

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