Broker Check

Our Qualifications

We have been working with individuals and businesses in the area for several years. 

Each of our agents has extensive personal and professional experience.  Many hold various professional designations, and qualified representatives are registered to sell a variety of investment and insurance products.

Additionally, Carolyn Sue Strang and Steph James are Registered Representatives with CoreCap Investments, a member of FINRA & SIPC.  They each hold Series 6, Series 63 registrations. 

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide through MoneyGuidePro®  a financial analysis tool which provides a way for you to be more confident in your financial future.

We’re looking forward to using our experience to help you pursue your financial goals. Please contact us with any questions you may have.  We look forward to working with you.

Neither Ramsey Solutions nor the SmartVestor™ program are affiliated with and not sponsored or endorsed by CoreCap Investments, LLC or Freedom Wealth Management. Working with an investment professional that is part of the Dave Ramsey SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ will produce better outcomes than working with an a financial professional not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public.