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Insurance, Tax, Financial & Estate Planning

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Insurance Advisors

While saving and investing money is important, it is just as important to insure and protect your savings and investments, while managing the risks that can threaten your financial well-being and peace of mind. Our experienced team of insurance professionals can accomplish these goals for you.

Christopher Shreves

Christopher Shreves

President & CEO

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Millie Shreves

Millie Shreves

Vice President & Cofounder

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Chelsey Shreves-Sweeten

Chelsey Shreves-Sweeten

COO & Executive Director of Marketing

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Bart Humphrey

Bart Humphrey

Vice President of Education Development

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Charlie Caito

Charlie Caito

Chief Financial Officer

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Lindsay Lampe

Lindsay Lampe

Medicare

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Chase Baute, CRPC®

Chase Baute, CRPC®

Financial Advisor

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Misty Scaggs

Misty Scaggs

Insurance Broker

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