MEET THE TEAM

Alex is a highly skilled professional with extensive expertise across a diverse range of fields, including Property & Casualty and Life Insurance, Tax Preparation, Bookkeeping, Retirement Planning, Human Resources, and Customer Service. With a comprehensive understanding of these disciplines, Alex excels in delivering precise, client-focused solutions and effectively managing complex financial and administrative tasks. Whether optimizing insurance strategies, handling intricate tax matters, or enhancing client relations, Alex's multifaceted skill set ensures exceptional service and strategic guidance in every aspect of their work.

We are proud to say Ali Bouasavatdy & Polly Outhay of APA and Associates is our Partner firm in handling our Insurance and Retirement Planning and much more. 

For a decade APA has placed $424 million to secure families and businesses financial future. 

Our mission is just a beginning and we have a lot more to do ahead and we won't slow down until all people are served.

We Make Your Retirement
Planning Simple and Possible.

Strengthening Every Community
Up for Financial Success is Possible with Community Servant Leaders. 

Sophia Woods is a seasoned consultant and accounting specialist, holding an MBA in Finance. She excels in developing and refining business plans, models, and strategies, as well as crafting comprehensive marketing blueprints and forecasts. Sophia’s expertise encompasses a broad range of consulting services, from strategic planning and market analysis to financial forecasting and accounting. Her deep understanding of finance, combined with her practical experience, enables her to provide invaluable insights and solutions that drive business growth and operational excellence.

Katherine is a dynamic real estate professional and entrepreneur with expertise in business management and launching startups. Her diverse background enables her to navigate complex business landscapes, helping clients and businesses thrive in competitive markets. Katherine’s entrepreneurial spirit and management skills make her a valuable resource for those looking to grow their ventures in real estate and beyond.

Lindsey is a highly skilled professional with extensive expertise in Administration, Human Resources, Customer Service, Client Account Management, Payroll, and Tax Preparation. With a proven ability to navigate complex administrative tasks, streamline HR processes, and enhance client interactions, Lindsey brings a comprehensive skill set to every role. Whether managing payroll with precision, ensuring seamless tax preparation, or fostering strong client relationships, Lindsey's exceptional proficiency and attention to detail make her an invaluable asset in optimizing operational efficiency and delivering outstanding service.

Ratha is an accomplished business professional with more than 20 years of expertise in sales, marketing, and business development. She excels in driving business growth, launching startups, and providing specialized services such as DUNS registration and tax preparation. Her extensive background in sales makes her a valuable asset in both strategic planning and execution across various business sectors.