Our Team

Generations Helping Generations

Authentic Relationships, Lasting Support

Strong relationships are the heart of our practice. Our team takes a genuine interest in our clients and the priorities that matter most to them, and we build lasting partnerships designed to support families for generations. Through open, honest communication and a collaborative service model, we cultivate an environment that makes it simple to reach out to anyone on our team and receive thoughtful, personalized support.

D. Brent Portell, CLU®, ChFC®

D. Brent Portell, CLU®, ChFC®

Principal

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Plan Today with
Generations in Mind

The decisions you make today can shape your family, business, and legacy for years to come. Let’s talk about how we can help you protect and prepare for what matters most.

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