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
Our office are licensed to sell insurance products in the following jurisdictions: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KS, LA, MD, MI, MO, NE, NJ, NM, NV, OR, PA, PR, TX, UT, VA, WA, WI
Lindsay Capozza CA Insurance License #0I94394
Max A. Dembow CA Insurance License #0H37104
Jeff Dollarhide CA Insurance License #0B53845
Nick Homer CA Insurance License #0D47489
Josh Miceli CA Insurance License #0G59047
Mark Sollomi CA Insurance License #0I05784
John Haas CA Insurance License #0L30377
Stacey Wisman CA Insurance License #0I07740
Karen Startbowski CA Insurance License #0M09045
Ryan Klose CA Insurance License #0E09318
Steve Horrell CA Insurance License #0B13326
Oscar Guerrero CA Insurance License #0M16715
Kirby Pederson CA Insurance License #0N10169
Kael Cheatham CA Insurance License #0M50116
Securities
We also have agents licensed to sell securities in the following jurisdictions: AZ, CA, CO, CT, FL, GA, IA, ID, IL, MD, ME, MI, MN, MO, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SD, TX, UT, VA, WA, WI, WV, WY
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where are not licensed to conduct insurance and/or securities business.