Your path. Your growth.

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Dedicated To Providing Exclusive Customized Services That Focus On Growth, protection, and value

Defend

How are you taking care of the families you serve currently? Before going out to capture new business, you should leverage the opportunities already at your door. No matter where you want to go, every path begins with a strategy to defend.

Grow

With your in-house systems running smoothly, you are ready to grow. What avenues are right for you? Creating your path for growth requires knowing your goals, your unique challenges and balancing the right amount of risk and reward for your business.

Protect

You met your initial goals, but reaching the summit is not the end of your path. Now it is time to defend your market share, capture new opportunities and grow your business. Protect and build your future from a place of stability with a big picture view.

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Our Team

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CHRIS ROSE

President

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Reggie Taylor

Partner

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Christie Winter

Partner

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Kevin Morrison

Partner

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Laurent Kuzarov

Partner

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Bill Summers

Partner

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Delana Pratt

Director of Outreach & Development

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Corie Fields

Partner Support

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Kathy Gerchak

Recruiter & Project Coordinator

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Kristin Kenaston

Partner Support

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