Broker Check

Our Team

Stephen Karam, CLU, ChFC, REBC

Principal

Steve has over 25 years of experience in the Financial Services Industry focusing on executive and corporate benefits. He received a Bachelors Degree in Finance from Babson College and after completing advanced studies in a variety of...
Read more

Robert Karam, CLU, ChFC, REBC

Principal

Bob is a 45 year veteran of the Financial Services Industry and is principal of his own firm since 1985. After completing advanced studies in a variety of areas he has received Chartered Life Underwriter, Chartered Financial Consultant...

Read more