Meet Our Founder
Icy J. -MBA, CCC, BROKER, IRS EA
Icy had a vision to create a financial service powerhouse that approaches money with intention, structure, and long-term thinking.
With a background in business, insurance, finance, and strategic planning, Icy brings a comprehensive perspective to financial guidance—one that balances protection, growth, and preservation. Rather than focusi
Icy had a vision to create a financial service powerhouse that approaches money with intention, structure, and long-term thinking.
With a background in business, insurance, finance, and strategic planning, Icy brings a comprehensive perspective to financial guidance—one that balances protection, growth, and preservation. Rather than focusing on isolated products or short-term solutions, the firm was built to help clients understand how every financial decision fits into a broader strategy.
Every clients engagement is guided by her vision to help individuals
PROTECT GROW & KEEP assets.