Our Story
"United by Purpose, Rooted in Care"
At the heart of every great partnership is a shared purpose. For us, that purpose is simple — providing peace of mind.
For years, our three firms worked independently to help individuals, families, and businesses choose the health and benefits solutions that were right for them. Each of us built deep relationships in our communities, guided by trust, expertise, and genuine care for the people we served. It is through these deep relationships that we met each other and began to explore how we could help our communities even more if we worked together.
Over time, we realized we shared more than a mission — we shared a mindset. We all believe that peace of mind comes from having someone in your corner who treats you like family — someone who listens first, understands your needs, and walks beside you every step of the way.
By coming together, we've strengthened that promise. As one team of experienced, trusted health and benefits brokers, we combine decades of local knowledge with a commitment to personalized, reliable guidance. Our vision is to be a trusted resource — a place where every individual and organization has access to trusted health and benefit guidance they need to make the best decisions for their future.
We believe that when people feel supported, informed, and cared for, peace of mind naturally follows.
Mission
We are a team of experienced, trusted health and benefits brokers dedicated to delivering personalized, reliable health and benefit choices for the individuals and businesses we serve. With deep roots and strong relationships, we offer trusted guidance, exceptional service, and peace of mind to our long-time customers and those just beginning their journey with us.
Vision
To be the recognized resource where every individual and organization has access to trusted health and benefits guidance — led by neighbors who care, serve, and lead with heart.
Values
Integrity
We do what's right — even when no one is watching. We act with honesty, honor our commitments, and build trust by consistently aligning our actions with our values.
Communication
We engage in open, honest, and effective communication to build understanding, trust, and collaboration. We share information transparently and in a timely manner.
Have Fun
We bring joy to our work and to each other. Fun fuels connection, creativity, and resilience.
Listen to Others
We listen with curiosity, not just to respond but to understand. We value every voice and create space for open, respectful dialogue.
Teamwork
We succeed together. We collaborate openly, support one another, and recognize that our collective strength is greater than any one individual.
Agencies & Advisors
Our agencies and advisors work closely with dedicated support professionals to deliver comprehensive, relationship-driven insurance and benefits solutions throughout Eastern North Carolina.
CP Financial Group
Greenville
Founded in 1991, CP Financial Group has been providing group and individual health insurance solutions to clients throughout Eastern North Carolina for more than three decades. The firm was established to deliver reliable, relationship-driven benefits guidance to employers, individuals, and families. Today, CP Financial Group continues to specialize in group benefits, individual health insurance, and Medicare solutions.
Specialties: Group health benefits, Individual health insurance, Medicare coverage, Employer benefit strategies
The Spence Agency
Goldsboro Smithfield
Established in 2019, The Spence Agency focuses on delivering group and individual health insurance solutions to clients across Eastern North Carolina. Since its founding, the agency has expanded its team, services, and reach, now offering health and life insurance as well as wealth management support. The Spence Agency currently operates offices in Goldsboro and Smithfield, NC.
Specialties: Group health insurance, Individual health insurance, Life insurance
The Steele Agency
Greenville
Founded in 2011 by Mike Steele, The Steele Agency provides employee benefit solutions designed to meet the evolving needs of businesses and their employees across Eastern North Carolina. The agency is known for its team-oriented approach, responsiveness, and commitment to client service, offering ongoing support beyond initial enrollment.
Specialties: Employee benefits planning, Group insurance solutions, Employer-focused benefit strategies