Meet Our Leadership Team
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.

Michael Book, CLU, CHFC, CLTC
General Agent/ Managing Partner

James Farka
Senior Vice President, Life Insurance Specialist

Peter Kane, CLTC
Managing Director, Head of Agent Relations and Supervision

Dennis P. Mullen, ChFC®, CLTC
Managing Director, Brokerage
Licenses
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:
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 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
- Michael Book