Our forward-looking leadership team is made up of dedicated, focused and experienced executives. Working with each other and with our brokers, their knowledge and experience come together to make a difference for all our clients.
Managing Director, Brokerage
Senior Vice President, Life Insurance Specialist
Vice President, Brokerage Director
General Agent/ Managing Partner
Director of Operations and Agency Supervisory Officer
Our Financial Services Representatives combine their education in financial services with their knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All Financial Services Representatives must pass comprehensive exams to obtain a license to sell products in your state.
We have individuals licensed to sell Insurance Products in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana , Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
We have individuals licensed to sell Securities in the following jurisdictions:
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
The following Individuals have Insurance Licenses in California or Arkansas