Broker Check

Our Mission & Philosopy


Our mission is to help you crystallize your vision and develop a sound plan to help you pursue your dreams and goals. Through the Collaborative process, we bring a unique combination of expertise, planning experience, and the ability to listen --really listen -- and focus on your dreams. Our primary market is any individual that is currently not working with an expert in the areas that impact most situations (i.e., healthcare/medicare, college savings accounts, saving for post-graduate career, preparing for your 1st big purchase of a home, disability, VA benefits, planning for retirement, and business planning).

When you become a client, we'll give you our all. Whether you need help managing your money for the greatest good now … or would like our assistance unearthing your vision of the legacy you want to create … we'll stand by you, providing the insights and expertise you need to strive for your heart's core desires.

We are committed to helping you pursue wealth, wisdom, and well-being.


At The Sterling Insurance & Financial Group, we are committed to ensuring that our clients have what they need to be financially successful. This includes the financial strength to weather market ups and downs, as well as a thorough understanding of how wealth is made, protected, and distributed.

We seek to make a significant positive impact on your life by working closely with you and your other trusted advisors. We build long-lasting relationships with clients – getting to know the person, not just the portfolio – so that we can be proactive on your behalf. Our goal is to provide you with peace of mind about your financial life, helping you to work through any issues that arise.

It is our belief that you have the inherent wisdom to know what you want and how to achieve it. Our role is to help you bring wisdom to light, applying our experience and financial expertise to ensure that you have all the resources you need to realize your objectives. While some firms claim to offer "comprehensive" wealth management, we take a slightly different approach. What we engage in is "collaborative" wealth management – with a personal touch.