Meet OUr Founders

Misty entered the financial services industry with a deep passion for helping families, training agents, and empowering aspiring entrepreneurs. Her commitment to mentorship is evident in her hands-on approach—actively listening, guiding, and motivating others to envision and achieve their full potential.

Having personally experienced the loss of a parent at a young age, Misty understands firsthand the financial and emotional impact that comes when a family is unprepared. This personal experience drives her mission to ensure every family she works with has an affordable, well-structured plan in place to protect their loved ones.

With a heart for service and a dedication to making a difference, Misty continues to help individuals secure their financial future while also developing and inspiring the next generation of leaders in the industry.

With nearly 30 years of experience in the financial industry, Jason has worked alongside top professionals to help clients grow and protect their wealth through advanced market strategies. His expertise, combined with a dedicated team of specialists, ensures that individuals and families make informed investment decisions and effectively manage their portfolios.

Beyond his financial career, Jason is a recently retired firefighter and paramedic, giving him a unique perspective on the importance of having a solid financial plan in place. Having put his own life on the line to save others, he has also faced the heartbreaking moments of delivering the words no family wants to hear: “We did everything we could, but unfortunately, your loved one has passed.”

This firsthand experience fuels Jason’s passion for ensuring families are financially protected, no matter what the future holds. When he works with you, he is committed to securing the most cost-effective and comprehensive plan tailored to your needs—because he knows just how important it is to be prepared for the unexpected.