• Protect Your Family

  • Safeguard Your Business

  • Retain Key Employees

About Us


Our Team Business Succession Planning Legacy and Estate Planning Life Insurance

 MEET OUR TEAM THAT MAKES IT ALL HAPPEN.

  • Cory C. Grant, J.D.

    Cory C. Grant, J.D. Shareholder Founder For the past 20 years, Mr. Grant has developed his expertise in the design…

  • David A. Jacobs, J.D.

    David Jacobs, J.D. Shareholder DAVID A. JACOBS, J.D. has nearly twenty years of experience in law, insurance, and communications, and…

  • Scott B. Hinkle, J.D., CFP®

    Scott B. Hinkle, J.D., CFP® Shareholder Head of Credit Union Practice SCOTT B. HINKLE, J.D., CFP® is the leader of…