Since 2017, Benjamin has been dedicated to helping millionaires grow and protect their wealth.

To serve this market more holistically, he made a strategic move from a tied agency platform to an open architecture platform.

With access to a full suite of high-net-worth products and estate planning tools, Benjamin achieved transformative results. Within five months of making the transition to this platform, he secured his first MDRT in 2022 and has qualified every year since.

Nicole entered the financial advisory industry as a fresh graduate, fueled by a strong belief in financial planning.

Over the last 15 years, her vision grew: to help families build and preserve generational wealth.

From a young professional to a wife and mother of three, Nicole has navigated different life stages; balancing work and family seamlessly while staying deeply connected to her mission to ensure lasting legacies.

Janelle pivoted from her HR career 13 years ago upon seeing 5 lives distraught by cancer. The financial pressures were real. The work of financial consulting and planning became her way of impacting lives more tangibly.

She works extensively with seasoned professionals, and small business owners in crafting healthcare, retirement and legacy solutions. She leads a team of financial services consultants, all mid-career switchers, who left their respectable careers and found greater meaning at work here.