Udo has been in the financial service industry since 1980. Udo has built his practice over 46 years by giving clients advice that has been tailored to meet their own individual needs and goals while providing the best customer service.

Udo is dedicated to helping individuals and families build, protect, and preserve their wealth. He prides himself on offering sound, honest financial advice and is committed to contributing to the quality of clients' lives and their financial future.

Whatever your stage in life, Udo can help you feel financially assured with a variety of financial products and services to meet your specific needs.

Udo loves his job and all the client relationships he has developed over the years.

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Kelly has enjoyed guiding clients as an independent advisor for the past 28 years, achieving her CERTIFIED FINANCIAL PLANNER® (CFP) designation 16 years ago.  Kelly uses her knowledge and experience to help clients identify their financial goals and insurance needs and build a plan that will guide them through life’s hurdles while protecting them along the way.  Kelly enjoys creating and monitoring plans to help clients reach their goals and celebrate their successes.

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Kathleen is a dedicated Administrative Assistant who keeps the office running smoothly. With a knack for organization and problem-solving, she handles day-to-day operations, scheduling and administrative tasks with efficiency and care.  Kathleen is valued for reliability, discretion and providing positive client relationships.

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Jill brings 30 years experience as an Office Manager and Administrative Assistant. With a strong focus on organization Jill manages all office operations, supports advisors, and plays a key role in keeping the office running smoothly and efficiently with clear communication and dependable support. Jill enjoys creating an efficient, welcoming work environment for staff and clients

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