About Us
Celebrating 10 Years in Business !
Happily married since 1994 and the proud father of 3 kids, Bart Algra is an Insurance and Investment Funds Advisor who specializes in providing financial solutions for Business Owners and Professionals.
Active in his church and community Mr Algra is passionate about helping people achieve or exceed their financial goals.
Bart began in the financial services industry as an insurance agent with a single insurance provider in 1999. He was attracted to the idea of building relationships with people; while helping them save for retirement and protect themselves against the non-controllable events of death, disease, and disability. Working hard he achieved "Recruit of the Year" in 2000. While consistently achieving top quartile performance, Mr. Algra felt his skills could better be used in other ways.
His Youth Ministry education and attraction prowess led Bart to seek a position as Recruiting Manager with the insurer he started with. In 2005, however, some unexpected internal changes prompted him to look elsewhere to develop his Managerial skills (recruiting and training). This led him to a nearly two year position as a Manager with a fraternal Insurance organization.
Early in 2008, after much consideration and research Bart decided to go back into personal production; as an Insurance and Investment Funds Advisor. "Going out on my own is the best thing I ever did; for me and for those who place their trust and confidence in me" Bart says. "I no longer represent one investment or insurance company and now have the greatest degree of ability with the widest range of solutions available to help small-medium business owners, professionals, and families with their financial needs." Bart explains with a strong sense of satisfaction.