Meet the Team

Meet MIke Grinnell

Hello, my name is Mike. I’m 63 years old and I have been married to my beautiful wife for 20 years now.

I studied, obtained my life insurance license and started this company in 2012 after I had my second heart attack! (I’ve had 5 now!) I then lost both my parents in 2013 about 30 days apart. I was a contractor building wine cellars at the time, and I loved it!

However, it was time to make a change. When I saw how mistreated my wonderful parents were by their advisor, and how he lost so much of their nest egg in retirement I knew that I wanted to get involved in helping as many people as I could. I was so upset, but I turned that anger into my passion of protecting families and businesses from bad advice.

This is still my motivation, to help educate my clients on “Did you knows and How do I do’s.” Because we don’t know what we don’t know, until we know it…

I love the challenges that each of my clients bring to me. I do not put my clients into products that lose money. (We work way to hard to lose it in bad or high-risk opportunities)

So please schedule me for a no cost 15 minute chat over the phone or on Zoom by clicking the link below.

Contact Mike here!

Contact Valeria here!

Meet Valeria Erdogan

Hello my name is Valeria! I am a health administrator who stepped into the financial services arena, 8 years ago, because I have a passion for helping people in every way. I listen to my clients to assist them to plan for retirement, grow their wealth or just make sure they leave a legacy in
any way they desire. Therefore, I am pleased to specialize in life, long term care, Medicare insurance and annuities to help my clients achieve their goals.