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: AL, CA, DC, DE, FL, GA, IN, MD, NC, NY, OH, PA, SC, TX, VA, WA, WV
California Insurance Licensing: #Wm. Neil Cummins, CA Ins License #4062784, Brian Sigwart, CA Ins License #4062555, domiciled in MD


We have individuals registered to offer securities in the following jurisdictions: CO, DC, DE, FL, GA, MD, NC, PA, VA