8355 E Hartford Dr. STE 102, Scottsdale, AZ 85255

About Us

GET TO KNOW US

Mission Focused
With Your Success In Mind

Our mission is to provide independent advisory services for corporations and individuals on their insurance and financial service needs.

Our comprehensive independent analysis and review of your current plans and goals are designed to improve your current situation and accomplish your financial objectives. 

Our teams approach is to build a long-term business and personal relationship with all the clients we serve.  Honesty, integrity, and great service are the basis and principals of how we conduct business and interact with all of our relationships.  

Trust

Transparency

Simplicity

Making his contribution to the teams mission
Focused on the goals

Our Team

Daniel D. Nelson

CEO

Damon Rich

CFO

McKenzie Hancock, RN

CLIENT RELATIONS MANAGER

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