I had set out five goals to accomplish by the time I was 25 and one of those was to run a business. I got to see first hand that a book of business in the corporate world and having an actual business we’re two entirely different timelines.

I came into the company organically in April of 2018 because I was looking for a plan. I had accounts at 4 of the 5 major banks but none of them gave me what I was looking for, peace of mind of my financial plan going from a family of two to a family of three. This is where my friend who was licensed with Primerica came to my house and gave me a win win win situation. A win for my financial plan, a win for my financial education and a win for my goal of owning a business. Now that we are 27 and have check all the boxes of the 5 x 5 goal, our goal by 30 is to grow the business to allow us the ability of being self funded missionaries as Kimberly & I both got a taste of missions work growing up.

Our keys to success thus far has been seeing a need in the marketplace for education and financial planning when it comes to buying or selling homes and have helped over 200 families & small businesses either start a plan, complete on a purchase or build a plan to reinvest the proceeds of a completed sale.