Broker Check


Keith Taylor, CHFC®, CLU®, RICP®, CExP®

Financial Specialist


Since 2000, I have worked with individuals, families, and small businesses to help them understand the impacts of their financial choices, and to increase their confidence in each financial decision....

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Sadi Omerovic

Client Relations Manager


Sadi Omerovic joined the team in 2014. She is the Client Relations Manager who has a wide range of abilities to assist clients with any questions.

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