Our Partners
We believe our clients benefit from working with professionals who specialize in their field. Our partners work with us and with our clients to deliver quality service and ensure optimal results.
Omega Investment Management
www.omegainvestmentmanagement.com
Omega Investment Management is dedicated to providing comprehensive retirement planning services and solutions in a simple, process-oriented approach. We work with corporations and non-profit organizations to help plan sponsors and/or investment committees manage retirement plans. The value we deliver combines trust, expertise, and an understanding of your specific needs.
Probity Insurance Services, Inc.
At Probity Insurance Services, Inc. we can help you will all your insurance needs; Benefits, General Liability, Workers Comp, Professional Liability and many other products. Our goal is to help your HR team achieve maximum value for your company’s benefit dollars in addition to providing administrative support resources that will help alleviate the mundane administrative tasks associated with benefits. As a full service brokerage, we can also help with any of your business insurance needs.
Caitlin Cordell Consulting
Caitlin graduated with honors in Economics from Yale University in 2012. She played varsity volleyball her four years there and took home three Ivy Championship titles. With her background in Behavioral Economics, she brings a fresh and unique perspective as she strives to improve the client experience at every level through branding, marketing, social media, and website design and management.