Broker Check
Kofi Thompson

I am responsible for overseeing both the sales and operations of the company. My passion lies in helping my clients achieve their financial goals, and I specialize in providing comprehensive financial and life insurance solutions that are tailored to their unique needs and circumstances.

I started in the insurance and investment industry in 2019 after my father passed away from cancer. I saw how troubling this was for my family – not just emotionally, but financially as well. I realized the importance of protection and felt that no one should pass off debt instead of wealth, so I decided to provide education and insurance solutions to others so that no one would have to live through what my family and I experienced. After a few years, I realized that insurance could be used as a wealth building tool as well, and I learned how I could protect my clients’ future legacy while building their present wealth.

I previously worked at Northwestern Mutual. In my time in the industry, I have honed my skills in strategic planning strategies, where I take a holistic approach to my clients' financial lives by asking questions and exploring multiple areas where we can make shifts to create more efficiency aiming to maximize their efforts towards achieving their goals.

In 2023, I obtained the Retirement Income Certified Professional® (RICP®) designation, which has further strengthened my knowledge and ability to serve my clients. What motivates me in my work is the joy of continuously improving while serving others, creating wealth, educating my clients, and helping people achieve their highest potential. When it comes to my job, what I enjoy most is building relationships with my clients. I have had the opportunity to meet some of the most amazing people through my career and have connected with them on a very intimate level. I believe everyone has a unique and powerful story, and I take the time to understand who my clients are and what their goals are, providing a personalized solution to help them achieve their objectives.

I currently live in Richmond Virginia, and I lead an active lifestyle outside of work. I enjoy cycling, practicing yoga, staying active, and working out. In my downtime, I also enjoy meditation, reading, listening to podcasts, and recording my own podcasts for my show. I am passionate about personal growth and consistently dive into new content to improve myself. I am also involved in Pow Wow at the Mountain Top, where periodically throughout the year, I gather with business owners and high performers to connect and collectively look at our lives and see how we can improve in our businesses, spiritually, emotionally, in our relationships, and in our communities. For me, life is all about continuous growth and improvement, and I am committed to helping my clients achieve the same.