With over 20 years of experience in the dynamic world of employee benefits, Maurice Clarke thrived in managing complex group insurance plans for industry leaders like AON and Darden Restaurants. In his tenure Maurice came to value, working with subject matter experts in crafting strategic benefit solutions.

Today, Maurice leverages that experience to empower business owners and individuals to build, protect, and preserve their wealth. He approaches your financial plan like a financial general contractor. Just as a general contractor avoids costly mistakes during a building project, Maurice works with a team of financial experts to ensure the phases of your financial vision are deployed strategically to achieve your goals.

His passion lies in creating a well-coordinated, efficient plan that delivers on your financial vision. Maurice works collaboratively to build your financial resiliency, reduce taxes efficiently, ensure easy access to your hard-earned savings, and maximize what you leave behind to your loved ones.

Whether it’s retirement income planning, protecting loved ones, or building a thriving business, Maurice looks forward to helping you achieve your financial goals.