Looking out for you

Knowledge Is Freedom

Planning for your long-term financial future can be an exciting, daunting, and downright tricky endeavor. That’s why we at McDowell created a free resource to help you navigate some of the most common pitfalls of the wealth management and investing landscapes. Now the information you need is right at your fingertips, where it should be. Learn more by clicking the button below!

Helping You Plan For

The greatest resource, after time, is choice. That’s why we’re giving you the Just So You Know Tool – something that helps you make the best choices right here and now. Because you shouldn’t have to guess what the best thing is. You should be able to know it and choose it.

Brad Roth

Brad Roth CFP®

Partner & Insurance/Investments

Sign Up for this Free Resource - Wealth Management

This resource is just one step forward in your insurance and Investment strategy. Please fill out the form

  • This field is for validation purposes and should be left unchanged.


“They fit into our little family.”
-Deneen Marsolo, LRG Corporation

For nearly 20 years, Deneen Marsolo and LRG Corporation have been doing business with McDowell Insurance. It all began as a simple need for better coverage…

“We were a growing company, and we needed something that fit us while we were growing.

Thanks to its impressive suite of services and longstanding expertise, McDowell was ready to jump in and make an immediate difference.

Now, some 20 years later, McDowell is still stepping up and delivering on behalf of Deneen and LRG.

“Simply put, McDowell helps us grow.”

And that’s the McDowell difference: incredible service and a suite of tools that can help any business or individual plan for the future, and protect it along the way. It worked for Deneen and LRG. Could it work for you too?

Have Questions?

Please don’t hesitate to reach out.
Open to any and all inquiries.