Broker Check

“Do unto others as you would have them do unto you.” Matthew 7:12

We Strive for Exceptional Customer Service

To provide our customers with knowledge, which allows them to make an educated decision. To provide exceptional service that exceeds expectations in all prospect and client interactions. Above all, to honor God in thought, word, action and deed.

We Are Focused on You

Our first priority is helping you take care of yourself and your family. From the first time we meet you, through all of the changes in your life, we want to be there to support you and provide you with the insurance and investment needs that will keep you comfortable through retirement and beyond!

We Are Focused on Others

We love being involved in our community. At Insurance Advantage & LMA Financial Services, we truly enjoy giving back to the community. Currently, we dedicate a large portion of our time and resources to Pathfinder Academy for Autism and the BV Memorial 5K +1. Both of these charities have a special place in our hearts, and we would love to share them with you. You may read more out about each organization through the links provided above and see how you too can get involved. 

Working for you, not an insurance company!

Workshops

We strive to provide on-going education and knowledge to create strategies for your needs and goals.

Meet Our Team

We try to help you have your cake, and eat it, too...when we're not eating YOUR cake!!

Have a Question

Name
Email
Phone
Question
Thank you! Oops!