about us

Licenses

Our financial professionals 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 professionals 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

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
Edward Lebold, domiciled in Oregon, CA Insurance License #0C97700
Jason Daily, domiciled in Oregon, CA Insurance License #0E99460
Mark Richards, domiciled in Oregon, CA Insurance License #0G37731
Meng Chen, domiciled in Oregon, CA Insurance License #0I60355
Ian Rice, domiciled in Oregon, CA Insurance License #0I60954
Morgan Sund, domiciled in Oregon, CA Insurance License #0I74548
Cassie Diamond, domiciled in Oregon, CA Insurance License #0I90529
William Creger, domiciled in Oregon, CA Insurance License #0J08788
Nathan Piers-VanderPloeg, domiciled in Oregon, CA Insurance License #0K16254
Eddie Trujillo, domiciled in Oregon, CA Insurance License #0L14303
Peter Chamberlain, domiciled in Oregon, CA Insurance License #703715

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