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
San Diego
- Jan Gleisner
- Tom Monahan
- Jacob Winsor
Escondito
- John Jacobs
- Barrie Smith
- David Smith
Huntington Beach
- Phil Biebelberg
- Stevan Stefanovich
Laguna Hills
- Sam Brown
- Mary Mar
San Bernardino
- Greg Eich
Santa Rosa
- John Black
Temecula
- Abida Kahn
Florida
Sarasota
- George Jenkins
- Mike Marrara
Palm Bay
- Mark O'Donnel
Louisiana
Mandeville
- Michael Dum
Michigan
Livonia
- Christopher Yurko
Missouri
Jefferson City
- William LaCasse
North Carolina
Greensboro
- Thomas Leitch
Ohio
Columbus
- Kathy Gilliland
- Jason Lee
Pennsylvania
Philadelphia
- Barry Kamison
- David Randolph
- Jay Vasell
Pittsburgh
- David Vento
- Jeremy Vento
Bethlehem
- Daniel Nigito, CFP
Tennessee
Dayton
- Bill Hixon
Texas
Houston
- Jaren Current
West Virginia
Clarksburg
- Bryan Wilson