Meet our Team

 Iulius graduated from the University at Buffalo with a degree in Accounting and earned his insurance license immediately after graduation. He began his career in Big 4 accounting before pivoting into the life insurance industry, where he leverages his communication skills and deep understanding of financial instruments to better serve families. He has since helped protect over 1,000 families through customized life insurance solutions.

Cooper brings a unique background and a strong commitment to serving veterans and their families. Before entering the financial services industry, he worked in construction, where he developed a strong work ethic, attention to detail, and a passion for helping people build secure futures.

Today, as a Director focused on working with veterans, Cooper is dedicated to helping military families navigate retirement planning, wealth preservation, and long-term financial security. He has helped more than 100 families create personalized retirement strategies designed to protect what matters most and provide confidence for the future.

Drawing on his experience and passion for service, Cooper takes pride in educating clients, simplifying complex financial decisions, and helping families achieve their retirement goals with clarity and peace of mind.