Our Associates

Cary J. Cowan Sr. began his career in the insurance industry in 1970. After establishing his own firm in 1979, he expanded his practice to include financial and retirement planning, investments, and business planning. Cary feels that a...

Kathleen is licensed as a General Securities Principal, Municipal Securities Principal, General Securities Representative, and Investment Advisor Representative. In addition, she is licensed to transact Life, Health, Variable Annuity...

Michael F. Smithson is fully licensed as a securities representative which includes a General Securities License; a Uniform Securities Agent State Law License; and a Uniform Investment Advisor Law License. In addition, he is licensed...

Kevin brings over 13 years of experience as a licensed and trusted advisor to his clients. Kevin has a very robust understanding of the financial markets, and the vehicles to help achieve a vision while overcoming the obstacle in the...