About Us
Peter Behn
Peter Behn has been a proud resident of Napa Valley for the last 30 years.
With a passion for real estate and investment, he has built a successful career as a multi-unit property manager, licensed insurance agent, licensed real estate agent, and real estate investor. Peter’s vast experience in the industry has given him a deep understanding of the local market, as well as the knowledge and skills to help his clients achieve their financial goals. He is committed to providing exceptional service and expert guidance, whether it be in managing properties, securing insurance coverage, or facilitating real estate transactions.
Who We Are
About Our Organization
Our Vision
To create a world where people can live their lives without the fear of financial insecurity. We envision a future where everyone has access to the knowledge and tools they need to make informed decisions about their financial future
Our Mission
To empower everyone to safeguard their financial futures, and make financial security a fundamental human right, and we're committed to helping our clients achieve their goals.
Our Values
Empowerment, Accessibility, Transparency, Customer Service & Professionalism
My Assoiates and Collegues
Jordan Pryor
Private Reserve Strategist
Jordan is a life insurance agent with half a decade of experience in wealth creation & living benefits.
Specializing in personalized insurance strategies that help clients protect their assets & achieve their own financial goals.
Giselle Lampe
Licensed Realtor License # 01885132
Our team model is very unique in that we don’t each focus on our individual clients but we work collectively as a team for the same clients with a the goal of providing exceptional service & advice, that is invaluable!
Joshua O Parrot
Chief Executive Office
We specialize in all personal & small business income tax returns. Our team handles all state returns in the U.S.A.
Are you ready to start making money? Our company has licensed document preparers to set up & license your new business.
