At OTB Financial Group, we believe in thinking beyond the ordinary to help you achieve extraordinary financial outcomes. "OTB" stands for "Outside the Box," a philosophy that drives everything we do! From personalized financial consulting to innovative investment strategies tailored to your unique goals.

With nearly four decades of combined industry experience, our team brings a wealth of knowledge across life insurance, investment management, tax-efficient strategies, retirement planning, and business consulting. We're not just here to sell products; we're here to craft solutions. Whether you're a business owner seeking optimized tax structures, an individual planning for retirement, or someone looking to protect your family's future, we create strategies that fit your life...not the other way around.

What sets us apart? We're independent. That means we're not tied to any one financial institution, allowing us to offer unbiased advice and access to a broad range of trusted partners and solutions. We act as your financial gatekeepers, connecting you with the right tools, resources, and experts to maximize growth, minimize risk, and secure long-term financial health.

At OTB Financial Group, we're more than advisors, we're partners in your financial journey. OTB is committed to helping you thrive today, tomorrow, and beyond.