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:
AK, AZ, CA, CO, CT, FL, HI, IA, ID, IL, KS, LA, MA, MD, ME, MI, MT, NE, NH, NJ, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WI 

Securities
We have individuals licensed to offer Securities in the following jurisdictions:
AZ, CA, CO, CT, FL, HI, ID, IL, LA, MA, MD, MN, MT, NC, NV, OR, UT, VA, WA, WI 

We cannot communicate with, nor respond to, requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing
Mark Richards, domiciled in Oregon, CA Insurance License # 0G37731
Meng Chen, domiciled in Oregon, CA Insurance License # 0I60355
Ryan Wayman, domiciled in Oregon, CA Insurance License # 0G32476
Selina Witt, domiciled in Oregon, CA Insurance License # 0G69566
Harold Beard, domiciled in Oregon, CA Insurance License # 0796845
Malcolm Beard, domiciled in Washington, CA Insurance License # 0H93388
John Kaiser, domiciled in Oregon, CA Insurance License # 0I40589
Edward Lebold, domiciled in Oregon, CA Insurance License # 0C97700
Peter Chamberlain, domiciled in Oregon, CA Insurance License # 0703715
Marcus Phillips, domiciled in Oregon, CA Insurance License # 0C33579
Craig Chambers, domiciled in Oregon, CA Insurance License # 0C83433
Rodney Gibino, domiciled in Oregon, CA Insurance License # 0I23841
Jason Daily, domiciled in Oregon, CA Insurance License # 0E99460
Ezekiel Pitney, domiciled in Oregon, CA Insurance License # 0H74781

CRN201501-143460

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

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
Ian Rice, domiciled in Oregon, CA Insurance License #0I60954
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


CRN202102-244205