Agent Spotlight
Joe Petri
His commitment is his superpower, ensuring every task is tackled with excellence. When he's not crunching numbers, you'll find him traveling, going to the beach, watching movies, or playing golf.
Instagram is his go-to social media app, and his hero is none other than his wife, Melissa, who cares for their 3 sons. She brings out the best in him every day!
Fun Facts
What is your superpower?
Building rapport and trust
What is your favorite app?
YouTube
What is your theme song?
Superman Theme - John Wiliams
Favorite hobbies?
Going to vintage toy shows/stores (I’m a bit of a nerd)
5 Who is your hero?
Jim Rohn
Our Core Values
Trust and
Reliability
At the heart of our operations lies a steadfast commitment to earning and upholding the trust of our clients and team members alike. With hundreds of five-star reviews as our testament, we pride ourselves on being a partner you can rely on, today and tomorrow.
Empowerment and
Growth
We empower our employees with the tools, training, and opportunities to achieve financial freedom and professional growth. Our environment is designed to unlock your unlimited earning potential, allowing you to soar to new heights.
Speed and
Agility
In the fast-paced world of finance, being quick and adaptable isn't just an advantage; it's essential. We move swiftly to meet the needs of our clients and adapt to market changes, ensuring we're always ahead of the curve.
Positive and
Supportive Culture
Our team embodies a spirit of positivity and support, creating a workplace that's not only productive but also fun and fulfilling. We believe that a happy team leads to happy clients, making our collective success a joyful journey.
Dedication to
Service
Service is at the core of everything we do. Whether it's supporting a client's dream or fostering an employee's career, our dedication to serving others drives us to excel. We're here to make a difference, one success story at a time.