Our story.

There’s no doubt about it: the 21st century has thrown us some serious curve balls. I’m pretty sure not one of us was prepared for the wild stock market swings, the political turmoil, not to mention, a global pandemic that brought the world to a stop.

We get that life isn’t always easy. If we’re being honest, money matters can be even less easy. We know there are a lot of investment and insurance choices. A staggering amount. We know the risks and uncertainty. And plenty of surprises.

So how can you build and protect your nest when life is constantly slinging new hard balls at your precious eggs? More importantly, how do you live your best life in the meantime, without constantly looking over your shoulder?

Life First Advisory exists to be your trusted guide in answering those questions. We are a group of financial professionals brought together by our expertise and a shared philosophy that Life comes first. While most advisors manage money, we choose to focus first on getting to the heart of our clients to understand the things in life that they value, the lives they envision for themselves. And then we work. By keeping an eye on the big picture while taking care of the details, we are committed to guiding you around the curve balls and racing toward home base so you can reap the rewards, while enjoying the view along the way.  

At Life First Advisory, we want to work for a lifetime together with you. Whatever your dreams, we will help you get there.