Our financial services representatives combine their education in financial services with an in-depth 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:

MD, CA, VA, TX, NC, WV, DC, SC, PA, DE, FL, NY, AL, NJ, MA, AR, AZ, CO, CT, KS, KY, ME, MS, MT, NH, NM, NV, OH, OR, RI, TN, VT, WA

James Lee:  California Insurance License #0C86528, State of Domicile: Florida

Michael Achatz:  California Insurance License #0K79448, State of Domicile: Maryland
AR Insurance License #2848079 domiciled in MD

William Stanik: California Insurance License #4527962, State of Domicile: Maryland

Garrett Conn: California Insurance License #4120616, State of Domicile: Maryland

We have individuals registered to offer securities in the following jurisdictions:

MD, CA, VA, TX, NC, WV, DC, SC, PA, DE, FL, NY, AL, NJ, MA, AR, AZ, CO, GA, ID, IL, IN, KS, KY, LA, ME, MI, MN, MO, MS, MT, ND, NH, NM, NV, OH, TN, UT, VT, WA, WI

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.