President and Founder
A Wizer Focus
The WizdomOne Group evolved from a bold idea in 2008 with the founding of our employee benefits practice. Success soon followed, not because we touted a novel idea; but rather we believed in the fundamentals of a timeless concept. Your advisor should work for you, not the carrier.
Our innate philosophy is a focus on you - the client. We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
Today, the WizdomOne Group includes:
-WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm
-WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs
-WizdomCare Senior Solutions - a full-service Medicare plans agency
At the WizdomOne Group we could also place emphasis on our years of experience and try to impress you with our affluent client base. Of course we could…but what would that have to do with what is truly important to you? It really would not be wize.