Our Team

With a focus on protection, savings, and long-term growth, Oswald takes a holistic approach to your life insurance planning. From personal solutions that secure a successful future for you and your family, to business solutions that protect your executives and long-term plans, we are fully committed to improving the lives of our clients.

Our services include:

  • Family Protection
  • Wealth accumulation and distribution
  • Estate planning and wealth transfer
  • Charitable planning
  • Executive benefits
  • Business succession planning
  • Corporate-owned life insurance
  • Strong carrier relationships that ensure ideal coverage and competitive premiums

Trusted advisors focused on you.

Our full-service practice offers client service at each stage of the process, including client advisers and an in-house service office.


 

Our Sales Team:

Our Internal Team:

Contact an adviser today to learn about our team and how we can serve you.