Your Partners in Protection

 With over three decades of expertise in financial services, Pete is committed to empowering clients in areas like life insurance, long-term care, and retirement planning. Leveraging his engineering background from Boeing and Northrop, he delivers tailored solutions for families across the U.S.A sports aficionado, Pete has been happily married for 35 years and is a proud father of four. When not working, he enjoys traveling and staying entertained. 

 With 15-plus years in the insurance sector, Aileen is a seasoned organizer and licensed insurance agent. Operating in North Texas and Maryland, she specializes in safeguarding the most critical assets to families and businesses. Her nationwide network with multiple agencies showcases her expertise. Outside work, Aileen cherishes quality time with her son Sebastian, often dancing and singing to diverse music genres. Trust Aileen to provide comprehensive insurance solutions tailored to your needs. 

Dawn is a 25 year industry veteran in the life insurance and pension planning space. She spent years as a Vice President for a major carrier; leading, training and inspiring agents to serve people well. An accomplished speaker and motivator, she worked tirelessly to help small agencies grow in this space. She left corporate life to directly serve the business owners, professionals and families that need options. Known for being super responsive and down to earth, she is passionate about simplifying the life insurance process and giving you the right coverage options and the best solutions available.

As a CERTIFIED FINANCIAL PLANNER™ and certified long term care consultant (CLTC), Eric works with families and businesses individually to better determine your current and long term goals while working with you to develop and implement a financial strategy that would best serve to lay the path for financial success. While starting in the industry of insurance and financial planning in 2007, Eric has worked implementing financial strategies to serve both young generations as they plan for the future and all the curves life throws at them, as well as the senior generation as they make the transition and live through the retirement years. Taking pride in the fiduciary standard with every client, Eric enjoys the challanges of guiding clients through the maze of financial planning. Eric brings together many professional resources through both industry products as well as a network of business professionals to better help clients with illustrating their path to financial success and ensuring proper guidance and advice is provided to better assist in achieving client goals.