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Our Team

Geoff Harris

Geoffrey P. Harris

Owner / Managing Member

  • 30 years as a licensed agent working with business and individuals providing solutions to needs based planning.
  • Specializing in employer sponsored benefits including group and retirement plans.

Education, Licenses & Certificates

  • Chartered Life Underwriter Degree (CLU)
    The American College, Bryn Mawr, PA
  • Life Underwriter Training Council Fellowship Degree (LUTCF)
  • State of Michigan Life and Health License - 1980
  • State of Michigan Variable Contracts License – 1985
  • Securities Law & Product Exams: Series 22 & 63 - 1986, Series 6 – 1987, Series 65 – 2000.
  • Recipient of both the National Quality Award (NQA) and National Sales Achievement Award (NSAA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Association of Health Underwriters (NAHU)


Traci R. George

Assistant to Geoffrey P. Harris

Individual  Specialist



Jennifer F. Powell, Agent

Assistant to Geoffrey P. Harris

Small Group Specialist


Susan K. Sotak

Assistant to Geoffrey P. Harris

Agency Support