My Background

At Coverage & Capital, We sincerely believe that most people want to do what’s right: right for themselves, right for their families, and right for their communities. After years of working for someone else, we wanted the opportunity to control our own destiny and to do what we thought was in the best interest of our clients.
As a business owner, your focus is to take care of your business,  we strategize around your business to allow it to take care of you. 
You can take comfort in the fact that we have been a part of this community for 15 years, and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you and will be happy to share all the resources and information our firm has to offer.

Depending on your needs, we can introduce you to some proven, dependable ways to help protect your family’s lifestyle and future; or prepare for major decisions such as paying for college, retirement portfolio management, and generational wealth practices. For our business owners, we help to prepare for major decisions with your business such as the company's retirement programs, exit strategies, employee retention, and succession planning.

Of course, our background isn’t really the one that matters. We've found that getting to know our clients – their hopes, dreams, and goals for the future – is far more important. So if you’re looking for someone who's ready to put their expertise and experience to work for you, please let us know.