About Us

Our firm was founded with the goal of assisting our clients with products and services that help them reach their objectives.  Our goal is to give our clients the same quality products and services that we expect ourselves.

Neil Rosenblatt has been in the financial services industry since 1976.  Neil earned a CLU (Chartered Life Underwriter) designation from the American College and has been a member of the Million Dollar Round Table (MDRT) for over 40 years.  He is a member of the National Association of Insurance and Financial Advisors (NAIFA), a member of the Association of Health Insurance Advisors (AHIA) and a member of the Society of Financial Service Professionals.

Shelly Ferneau works closely with Neil and our clients to give them the personal service that our office prides itself on.  Shelly has over 40 years experience working to help clients with all of their insurance and financial needs.

Brea Wallace helps our clients with individual and group insurance. Cynthia has been involved in the insurance industry for over 3 years.