Established in January 2022, Trait of Lioness strives to assist clients in generating generational wealth by educating them on financial management, investments, insurance, and banking procedures. We concentrate on safeguarding the assets you’ve worked so hard to achieve.

We are a veteran-owned company dedicated to providing our clients the help and protection they need to achieve their unique financial objectives, grab opportunities, and overcome unforeseen problems. Guaranteeing your financial success is at the core of everything we do to build community resilience, empower personal and business success, and cultivate a culture that allows our clients to thrive.

Why Choose Us?

Trait of Lioness is more than just a name. It’s how we go about protecting small businesses through strength, passion, and beauty.

We help you discover the right coverage at the right price, whether you’re searching for landscape insurance or accountant insurance. We work with a wide spectrum of clients and are glad to assist you in finding coverage that is as unique as your business.

  • Kind & Reliable
  • Compassionate & Loyal
  • Honest & Trustworthy

Our Mission

We envision helping you stand as a ferocious protector of your family and be a capable provider with strength, passion, and courage—just like a lioness.

  • To make a financial difference in people’s lives and assist everyone with their transportation requirements.
  • To inform the middle class about the hidden realities of investing and insurance.
  • To exonerate individuals from financial illiteracy.

Share your financial details with us, and we’ll find you competitive offers from leading insurance companies. Choose the level of protection you require, then sit back and relax – you’re done!

We streamline the entire insurance process so you can concentrate on what you do best: growing your wealth.