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: CA, CT, FL, KY, MA, ME, NC, NH, NM, NY, OH, RI, SC, TX, VA, VT
California Insurance Licensing: #0K38211 domiciled in VT


We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CT, FL, GA, KY, MA, ME, MT, NC, NH, NJ, NY, OH, RI, SC, TX, VA, VT