OUR TEAM
Meet the Team
Meet the dedicated professionals committed to your financial success
and education-first approach.
Phil Jeffords
Financial Professional
• Life Insurance • Retirement Income • Legacy Planning
• Mortgage
25+ Years Experience
Elizabeth Jeffords
Financial Professional
• Life Insurance • Retirement Income • Real Estate
• Mortgage
25+ Years Experience
Macario Frias
Financial Professional
• Life Insurance • Retirement Income • Real Estate
30+ Years Experience
Nidia Ramirez
Financial Professional
• Life Insurance • Retirement Income • Real Estate
• Tax Planning
10+ Years Experience
Colleen Cormier
Financial Professional
• Life Insurance • Retirement Income
5+ Years Experience
Ricky Jeffords
Financial Professional
• Life Insurance • Retirement Income • Real Estate
20+ Years Experience
Steven Patterson
Financial Professional
• Life Insurance • Retirement Income • Real Estate
15+ Years Experience
20+
Team Members
200+
Years Combined Experience
98%
Client Satisfaction
Ready to Work with Our Team?
Schedule a free consultation with one of our expert advisors and start your journey to financial freedom today.