Our 20 plus years of experience uniquely enables us to do what we do best: Provide advice. We work with business owners and their employees providing advice on employee benefits and employer protections. When I began my career in 1995 my sales manager told me "to be a student of my business." That advice has served me well over my career. Coupling this with the critical skill of listening, we listen to what our clients and prospects needs are and help them implement the strategy that works best for them. Our goals are simple: Help employers and their employees protect what they have worked hard for, help prepare them for a prosperous future while working within the confines of a budget. Please review the links and information on this website. Hopefully you will find valuable information. Should you find something that interests you, let us know and we will help you implement it..
In 2009 Bill took everything that was safe and consistent in his life and threw it out the window. Having worked for 20 years for insurance companies and banks, he had received an incredible education in financial services. He set out to create a business where he could share his knowledge of insurance, retirement planning and his other personal love of real estate, for the betterment of others. Bill holds licenses in Life and Health insurance, Property & Casualty, Real Estate as well as Series 7.
A father to Sam and Matt. Husband to wife Linda. Bill loves coaching his baseball players in Falmouth Maine. As if he didn't have enough to do Bill is President Elect of the Falmouth Rotary Club.
Linda is your account manager. She is here to work with you on a daily basis and clean up the mess that Bill makes. She is the model of efficiency and wants things done right the first time. She is an expert on the Affordable Care Act and if she doesn't know the answer, she'll get it!
Like many 21st Century women she does an amazing job balancing her work and family responsibilities. She is the mother of Sam and Matt. Off the job she loves running, her dogs, and the Patriots. A social butterfly Linda's guilty pleasures are Facebook and The Bachelor.
Koriahn is your account executive. She’s been in the insurance and financial services industry since the age of 19. She loves helping employers attract and retain quality talent, and maintain a thriving, engaged team through effective education and communication regarding benefit programs. Koriahn is a creative strategist. With the heart of a teacher, she will work with you and your staff to communicate the details needed to make the most of your benefit plan.
A native Mainer, she lives in Wells with her husband Bob, son Bobby and pet pug, Otis. She also has a grown daughter, Briauna. In her spare time, she loves learning new things, finding “life hacks,” spending time with family and entertaining friends.