Partners
Our business model is very unique, in that the majority of our business is introduced to us through our partners. Our partners are successful financial planners and insurance agents, who have built their careers by providing superior service and creative ideas for their clients. Our partners are committed to helping their clients achieve their goals, and believe that the way to offer the most and the best is to build a team of specialized professionals around them. We are pleased that they have chosen to include us as part of their team, and promise to make every effort to support their clients in the manner their clients are accustomed to.
California
Escondido
- Mary Keim
- David Smith
Laguna Hills
- Steve Adams
- Sam Brown
- Mary Mar
Los Angeles
- Jim Raft
San Diego
San Francisco/Bay Area
- John Privirotto
Belvedere Asset Management
- Craig Casavant
- Kurt Hovan
- Lisa Hovan
- Keith Pagan
Florida
Bradenton
- J. Michael Mott
Del Ray Beach
- Earl Titus
Ft. Lauderdale
- Stacy Schultz
Melbourne
- Richard Jones
- Sherman Reeves
Naples
Orlando
- Joseph Bilello
- Sam Etze
Palm Bay
- Mark O'Donnell
Tampa
- Stephen Brotz
Ohio
- Jim Brainard
Columbus
- Andrew Van Wagner
Pennsylvania
Philadelphia
- David Randolph
- Jay Vasell
Pittsburgh
- Victor Bell
- Jim Brainard
- Ted Feitt, Jr.
- Jim Helba
- Karl Orhman
- Dennis J. Steigerwalt II
- David Vento
- Jeremy Vento
- Rob Vettorel
- Mark Woodward
Bethlehem
- Daniel Nigito, CFP
Tennessee
Dayton
- Bill Hixon
Texas
Dallas
- Edward Mandell
- Tony Ugluntz
Houston
- Jim Baker
West Virginia
Clarksburg
- Bryan Wilson