SP-KCA District

SP-KCA District

Guiding Wealth, Securing Futures

— From Generation to Generation.

Contact Us

Why Us?

Dedicated and professional team members with a wealth of experience.

Deliver tailored financial guidance and support across every facet of your financial portfolio.

Professional or personal  - we got you covered. We ensure that you protect what matters most to you.

Our Financial Consultants of the Quarter

CinCin

Brain aneurysm at 22 years old

I had the opportunity to support my client’s daughter through an unexpected health crisis. At just 22 years old, she had started her career and was in excellent health—until persistent headaches led to an MRI scan that revealed a blood clot and the early stages of a brain aneurysm. She underwent surgery, and thankfully, with the critical illness coverage I helped her set up prior, she received a $500,000 payout. Seeing the relief and appreciation my client has for me reminds me why I chose this path, and I feel so grateful to be in a position to make a positive difference in people’s lives.

CinCin

Executive Personal Wealth Manager

Secure Your Future — Get in Touch Today

Contact Us