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Stifel

Tax and Financial Group – Karen Lomas

Karen and her team specialize in a comprehensive approach to her financial services practice that addresses: – Business Transition Strategies – Employee Benefits – Executive Compensation Strategies – Annuities – Long Term Care – Life insurance – Disability – Retirement funding – Education funding – Investments

New York Life Insurance Company

When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve…