about us

We deliver real solutions by combining years of experiences from our dedicated team.

Intro
Who We Are

Meet the people that are dedicated to protecting your legacy.

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Our Process

Every solution is custom tailored to meet your needs. See how it works.

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What We Believe

Our clients are what keep us going. You'll always come first.

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Our Talented Team

Our team currently manages over $901M of premium finance life insurance. There is no one you can trust more with your high-net-worth client's legacy.

Shawn Goheen
President & Founder
Stacey Goheen
COO
Morgan Goheen
Life Sales
Jennifer Baker
Director of Corporate Integrity Program
Kim Evetts
President of Group Health
Jerry Dresner
CFO
Justin Baker
Estate Attorney
Karen Sturrock
Underwriting Director
Sharon Peters
CtO
Alan Smith
CFo
Elza Patric
Consultant
Alison Hansen
Accountant
Marc Mendes
Support

Our Values

Never Stop Until We Find The Right Solution

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi.

Always Put the Customer First

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi.

Deliver Exceptional Service Every Time

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Platform

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Ensuring

futures.

What we believe

Your best interest is our first priority.

With 100+ years of combined expertise, Goheen Companies sets the standard in our industry.

With a full back office support team, unmatched banking and carrier relationships and industry leading turnaround times, our clients and advisors receive a superb customer experience every time.

The life insurance industry has greatly changed over the last 50 years and so have the advisors. Our mission is to understand what you need, why you need it and work with right insurance carrier based on YOUR needs to provide peace of mind for you, your family and your business.

Innovation

We bring ideas to life by combining years of experiences of our very talented team.

Be Addicted

To Bettering

Yourself

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We bring ideas to life by combining years of experiences of our very professional team.

Our Story

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$500,000
$400,000
$300,000
$200,000
$100,000
$50,000

Our Results

bright future

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The

Goal

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The Space

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Be Addicted

To Bettering Yourself

moving forward

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best experience

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Services

Be Addicted
To Bettering Yourself

Taxes
Prepare Your Taxes

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Taxes Exclusions

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Investments
Wealth Management

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Financial Consulting

With more than 20 years of experience we can deliver the best services cum soluta nobis est eligendi.

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