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.

Michael W. Hanna | CA Insurance License # 0J05356 | Domiciled in NY

Victoria Henning-Smejda | CA Insurance License # 0J05356 | Domiciled in NY

INSURANCE

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, NJ, NY, NC, PA, TX, VA, WA

SECURITIES

We have individuals registered to offer securities in the following jurisdictions: AZ, CA, CO, CT, DC, FL, IL, LA, MA, MD, NJ, NY, NC, PA, TX, VA, WA