About Our Company

At a Glance

We are a locally owned and operated independent Financial Investment Services Firm. It is our goal to provide solid financial solutions to our. We base our advice on what is appropriate for our clients. As an independent Firm we have no allegiance to any company or product.

We believe developing a personal relationship is essential in our business and we are always available to meet you face to face our offices, your home, or place of business.

Licenses

Affiliations

Our Staff

Rudolf Van Oeveren, President
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Michael Murray, Director of Operations
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Chris Feazel, AFLAC Regional Sales Coordinator
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Eileen Flynn, Office Manager
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Alanna Marcus, Administrative Assistant
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