Our Resources Diagram

We are proud to partner with several organizations that provide us with support and resources. These strategic alliances were chosen because they allow us to best meet the needs of our clients, no matter how simple or complex they may be.

resource graphic

  • - Proprietary resource of world-class advanced market professionals
  • - Life Insurance
  • - Long-term Care Insurance
  • - Retirement Planning
  • - Investments
  • Registered Broker-Dealer
  • - Wealth Management
  • - Investment Management Expertise
  • - Life Insurance
  • - Long-term Care Insurance
  • - Disability Insurance
  • - Annuities

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.

The Nautilus Logo

As a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company, Terry works hand-in-hand with Nautilus specialists experienced in taxes, estate law, life insurance, accounting, and charitable giving. This relationship helps ensure you benefit from some of the most sound thinking when it comes to your estate.

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Eagle Strategies LLC Logo

Through Eagle Strategies, Terry, Joshua, and Ethan provide fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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New York Life Logo

Terry, Joshua, Ethan, Courtney, and their fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/18/22.)

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New York Life Logo

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care and, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.

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New York Life Logo

NYL Investments is a service of New York Life Insurance Company. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYL Investments to have a unique advantage and therefore allows Terry, Joshua, Ethan, and Courtney to offer the best investment knowledge to their clients.

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New York Life Logo

NYLIFE Securities is a wholly-owned subsidiary of New York Life Insurance Company and a registered broker-dealer. They provide a multi-layered structure of asset managers with a highly specialized focus on investment management, processes and philosophies. Being a service of NYL Insurance Company allows NYLIFE Securities to have a unique advantage and therefore allows Terry, Joshua, Ethan, and Courtney to offer the best investment knowledge to their clients.

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