Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
James S Borchers
Wealth Management Advisor
My practice is centered around assisting my clients with three areas of financial planning: insurance, investment management, and inheritance planning.
Skip Dunphy
Growth and Development Director
With a background in finance and business, my practice is built on establishing new relationships and helping existing clients achieve total financial security. My process alleviates risk while providing opportunity to accumulate wealth to individuals and their families. We offer contemporary solutions using world class insurance services and internationally recognized investment products.