Our Team of Consultants
Mr. Blake is a reformed engineer with over 20 years experience in the financial services industry and specializes in partnerships for small business owners.
I grew up in the Bay Area, raised 4 independent successful daughters. I love to travel and experience new cultures. I am known to be personable, analytical, independent, hard worker (or always working); professional.
Life, Accident and Health
Holly has been in financial services primarily in Charlotte, NC serving Clients for the past 6 years. She graduated from the University of Central Florida with a Bachelor’s Degree in Psychology and spent a few years in the Health Insurance industry.