top of page

Who would you like to meet with?

Chris & Sherri Royce

National Sales Director

Team Leaders
Nathan Royce

Nate is looking forward to working closely with his parents and sister and being fully involved in the family business.  Since he was very young his parents never shied away from including him in conversations about finances.  He came to realize that the topics of money, freedom in the workplace, and ownership do not have to be taboo.  He looks forward to sharing these ideas with young entrepreneurs and business minded people.



Office Manager

Nancy Breckenridge is a fully licensed 22 year veteran of financial services administration.  She has been with us for the entire time we have been in business.


She lives in the Syracuse, NY area and has been married to her husband Dan for 40 years.  Nancy has 3 married children and 9 grandkids. 


bottom of page