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
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