Stifel

Tax and Financial Group - Karen Lomas

Business Transition Strategies, Tax Efficient Business Planning, Employee Benefits, Long Term Care, Life Insurance, Retirement, Disability, Investments, Exit Strategies, Key Employee/Executive Plans

New York Life Insurance Company

Life is full of ups and downs. With some planning you can help smooth out the bumps along the way. I can show you life insurance and financial products that can help. Contact me to get started.