Novara Financial was founded with a simple belief: the life insurance industry needed a brokerage that put clients first, agents second, and bureaucracy last.
We built Novara Financial because we saw too many families underinsured, confused, or sold products that didn't fit their needs. Too many agents stuck at captive carriers with limited options and limited support. And too many brokerages more focused on their override than on delivering real value.
So we built something different. A modern, independent brokerage that gives clients clear guidance and gives agents real tools to serve them well.
We're not the biggest brokerage in the country. But we're building the right one — one carrier relationship, one agent, one client at a time.
Life insurance is already complex enough. We strip the jargon, explain the options plainly, and make sure every client understands exactly what they're buying and why it's the right fit.
We're not captive to any single carrier. That independence means we always have the flexibility to find the best product for the client — not the best commission for us.
We invest in our agents because we know that well-supported, well-trained agents deliver better outcomes for clients. The two aren't in conflict — they're the same goal.
20+ years in the life insurance industry. Built Novara to create the brokerage he always wished existed — for clients and agents alike.
Specialist in complex case design, premium financing, and estate planning strategies for high-net-worth clients and business owners.