Curtis Stoner - President
With nearly 20 years of experience in the insurance business, Curtis has built a reputation as a trusted advisor in Medicare, retirement planning, and Social Security optimization. His expertise goes far beyond that of a traditional insurance agent. As both a Financial Services Certified Professional (FSCP) and a Registered Social Security Analyst (RSSA), Curtis offers comprehensive financial guidance tailored to each client’s unique situation. His goal is to help individuals and families achieve long-term financial security, peace of mind, and confidence in their retirement plans.
Curtis’s deep understanding of financial services, combined with his specialized knowledge in Social Security strategies, allows him to provide invaluable insights that many clients might not otherwise receive. He is dedicated to helping people make informed decisions about their Medicare options, 401(k) rollovers, life insurance, and how to maximize their Social Security benefits.
Curtis also brings the discipline, dedication, and sense of service instilled in him during his time as a combat veteran with the 101st Airborne Division. His military background has shaped his commitment to serving his clients with the same integrity and attention to detail he once applied on the battlefield.
At the heart of his practice is the belief that every client deserves personalized solutions. Curtis takes the time to understand each individual’s goals, financial situation, and concerns, offering clear, actionable advice that helps people make the best choices for their future. Whether it’s navigating the complexities of Social Security, ensuring adequate healthcare coverage through Medicare, or planning for a secure retirement, Curtis is a steadfast partner in his clients’ financial journeys.
Kim Stoner - Vice President
With a rich background spanning three decades in nursing, Kim brings a unique perspective to the insurance industry. After 30 years of dedicated service in healthcare, where she honed skills in patient care, critical thinking, and crisis management, Kim transitioned to the insurance field two years ago. This shift has allowed her to leverage her extensive healthcare knowledge to provide personalized insurance solutions for individuals and families.
Throughout her nursing career, Kim worked in challenging environments like emergency rooms and intensive care units, gaining firsthand experience in navigating complex medical systems and advocating for patients. Her deep understanding of healthcare now provides a significant advantage in helping clients choose the right insurance coverage. Kim’s combination of clinical expertise and insurance knowledge allows her to assess each client’s situation, guiding them toward solutions that are cost-effective and aligned with their healthcare needs.
Kim excels at explaining complex insurance options in a way that’s easy for clients to understand, empowering them to make informed decisions. Her approach is grounded in empathy and professionalism, ensuring that the often overwhelming process of selecting insurance policies feels seamless and reassuring. For Kim, insurance is about safeguarding health and financial well-being, offering clarity, support, and peace of mind in every client interaction.
Kim is passionate about providing ongoing advocacy for her clients, ensuring they stay informed about changes in their coverage. Whether guiding individuals through policy choices or answering concerns, Kim is committed to delivering outstanding service with a personal touch.
Outside of work, Kim enjoys reading, traveling, and spending time with her family and two dogs. Her passion for helping others extends beyond her career, adding depth to her well-rounded, fulfilling personal life.
Why we're better
Expert guidance for financial peace of mind
Our team has decades of experience helping seniors navigate the complexities of Medicare, life insurance, retirement planning, and Social Security optimization.
Our team creates customized strategies tailored to your unique financial situation, goals, and needs.
Our team of experts provides guidance and advice throughout your financial journey, ensuring you have the information and support you need to make informed decisions.
