
Our Strategy
We enhance corporate wellness culture, implement health advisory programs, and expand benefit solutions at no cost to the employer or the employee. Through the implementation of these programs, qualified employers may also access tax advantages, mitigating the cost of traditionally costly, yet highly sought after benefit options. Some options our clients may access through this program include dental, vision, disability, critical illness, and group life insurance.
Meet the Team

David LeBrun
Financial Advisory
As a Personal Financial Representative , I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me, you’ll receive personalized service based on your needs.

Robert Feldman
CEO & Founder

Corina Alarcon
Senior Benefits Coordinator
Corina Alarcon has over 23 years experience with the Allstate agency. She is the Senior Life Insurance Coordinator, with many areas of expertise.
Next Steps...
You can always get a rough “ballpark” quote from the online companies, but speaking to us will be the best decision you can make to assure your policies fit your needs.
Call us today!