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:
Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Maine, Michigan, Minnesota, Nevada, Oregon, South Carolina, Texas, Utah, Vermont, Washington, Wyoming, Iowa, New Mexico

Securities

We have individuals registered to offer securities in the following jurisdictions:
Arizona, California, Florida, Idaho, Montana, New Mexico, Nevada, Oregon, Texas, Utah, 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

Aaron Freedman, domiciled in Idaho, CA Insurance License #0G42430

B. Leroy Elliot, domiciled in Idaho, CA Insurance License #0F64250

David Riffe, domiciled in Idaho, CA Insurance License #0D91162

Deborah Dale, domiciled in Idaho, CA Insurance License #0D32837

John Potter, domiciled in Idaho, CA Insurance License #0818203

Justin Walker, domiciled in Idaho, CA Insurance License #0H38894

Karl Schwarz, domiciled in Idaho, CA Insurance License #0L50287

Lindasue Shelton, domiciled in Idaho, CA Insurance License #0659679

Roscoe Orton, domiciled in Idaho, CA Insurance License #0F49322

Shuwun Ma, domicilied in Idaho, CA Insurance License #0L51245

CRN201611-187895


CRN201903-209239