Our Resources
The Nautilus Group®
As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, we work hand-in-hand with Nautilus specialists experienced in taxes, law, insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your operation.
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Eagle Strategies, LLC
Through Eagle Strategies, Wes provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
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Ash Brokerage
Ash Brokerage is a privately-owned family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities. Our affiliation with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.
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