We are a full service Insurance and Financial Service Agency located in the historic Heritage District in Gilbert, Arizona. We’re proud of our A+ rating with the BBB. Our focus is on protection and growth. Being Independent has its advantages, as our access to multiple carriers, services, and strategies allows us to focus on what’s best for our clients. We value the fact that each and every client is unique and take pride in understanding those needs and formulating a plan of action to solve them. We also understand that there is a lot of information within the financial industry, we have the ability to take what may seem complicated and make it simple to understand. Our mission is to bring “Peace of Mind” as a result for all our clients.
Undrea Smith, RICP® – Agency Director
Arizona License # 948799
Undrea Smith, RICP®, is Agency Director and an Individual Insurance and Retirement Planning Specialist. He started in the Industry over 10 years ago and has a passion for making sure that every client receives first class service. Raised in the Midwest, Undrea has called Arizona home for more than ten years. He is currently licensed in 10 states as he makes it a point to be able to help his clients should they decide to move. He is a family man first, he and his wife Julianne have one amazing son and three beautiful daughters. His passion for honesty and transparency lead him to start an agency that would allow him to provide his clients and community access to only the top rated Insurance and Financial products and services. Although his roots are in Health Insurance, the natural progression for serving his current clients led him into the Retirement Planning Industry, which is his true passion. He received his Retirement Income Certified Professional, designation from the American College of Financial Services. Using the most current techniques Undrea’s RICP®, designation allows him to identify retirement income needs and objectives and evaluate a client’s current situation relative to these goals. Being an RICP®, also allows Undrea to provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning process such as: Social Security, health insurance, housing decisions and income taxation. Undrea’s approach is to build relationships with his clients and by doing so he can truly understand what’s best for them. This philosophy has led to a successful practice. Undrea is a proud member of NAIFA (National Association of Insurance and Financial Advisors), where he sits on the board of Directors for the East Valley chapter. Undrea understands the importance of remaining current on Industry knowledge. Ongoing education is a top priority for Undrea who is enrolled at The American College of Financial Services.
Julianne Smith – Office Coordinator
Arizona License # 998158
Julianne is the office coordinator and is the “other half” of this family owned business. Raised in the Midwest, Julianne has called Arizona home for almost ten years. Julianne along with Undrea had a desire to run an agency that was honest, transparent and integrity driven. Julianne holds a Bachelor of Business Administration-Marketing degree from the University of Wisconsin in Milwaukee and is also a state licensed insurance agent. Julianne enjoys her role as office coordinator and loves working side by side with Undrea to ensure every client receives first class service.
“We are dedicated to maintaining the highest standards of integrity and professionalism and insist on offering only the best products and services that will meet the needs of our clients.”