Uncategorized

Member Spotlight

Jeremy Cohen from Levi & Associates Levi & Associates can handle all aspects of your non-qualified employee benefits and health insurance. During our firm’s 20+ years in the benefits business, we have refined a successful system that produces exceptional results. With a team of over 20 professionals, we have been…

Member Spotlight

Andrew Klich from Raymond James Andrew Klich specializes in all facets of wealth management including; retirement and financial planning, estate planning, insurance analysis, risk management, investment allocation, as well as strategies for small business owners. While focusing on legacy planning, Andrew works alongside other professionals such as estate planning attorneys…