about us

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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Kansas, Maryland, Michigan, Missouri, Montana, Nebraska, New Jersey, New Mexico, Nevada, New York, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Massachusetts, Oklahoma, Minnesota, North Carolina, Tennessee, Wyoming, South Dakota, Mississippi, North Dakota

Securities

We have individuals registered to offer securities in the following jurisdictions:
Pennsylvania, New Jersey, New Mexico, Virginia, Oregon, Idaho, Montana, Washington

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.

California Insurance Licensing

Craig Chambers, domiciled in Oregon, CA Insurance License #0C83433
Dante Filippini, domiciled in Oregon, CA Insurance License #0M66672
Edward Lebold, domiciled in Oregon, CA Insurance License #0C97700
Ian Rice, domiciled in Oregon, CA Insurance License #0I60954
Jason Daily, domiciled in Oregon, CA Insurance License #0E99460
Mark Richards, domiciled in Oregon, CA Insurance License #0G37731
Mitchal DeGandi, domiciled in Oregon, CA Insurance License #0K27565
Morgan Sund, domiciled in Oregon, CA Insurance License #0I74548
Nathan Piers-VanderPloeg, domiciled in Oregon, CA Insurance License #0K16254
Peter Chamberlain, domiciled in Oregon, CA Insurance License #703715
Robert (Bobby) Howell, domiciled in Oregon, CA Insurance License #0K29268
Stanley Chen, domiciled in Oregon, CA Insurance License #0K18843
William (Taylor) Brotton, domiciled in Oregon, CA Insurance License #