About Us

Our Expertise at Work for You

Let our team simplify your business so you can get to work. We specialize in group benefits of all kinds--health, vision, dental, life, disability income, and retirement plans. Business planning is integral to our business, and it often intertwines for business owners with personal planning. We work toward tax-efficient strategies, and we can offer products such as overhead expense insurance and key person disability income insurance. Please contact us for a consultation.

Our Story

I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. However, I can't do it alone. I work with Susan Thomas and Amber Blake who assist me in growing my business, client relations, and customer service.

Together, my team and I stand committed to provide you with the best customer service possible. If you have a question, a problem, or need assistance at any time, please let us know.

Meet The Team

Grant Winn II, CLU, ChFC

Wealth Management Advisor

Grant is a wealth management advisor with over 30 years' experience. He is health and life licensed, LTC and DI licensed. He also holds his Series 6/63, and 7 securities licenses. He is a Chartered Life Underwriter and a Chartered Financial Consultant. He is a Million Dollar Round Table Qualifying Life Member and he holds the National Association of Insurance and Financial Advisors Quality Award and the National Quality Award. He is actively involved in community outreach.

Matthew Chamberlain

Financial Assistant

Matthew joined our team in March of 2023. He has a great deal of customer service experience. He is working on his life and health insurance licenses and training to service all areas of the business. He was born and raised in the northwest. He enjoys playing hockey and spending quality time with his wife.