Our Financial Service 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 Service Representatives must pass comprehensive exams to obtain a license to sell products in your state.

Insurance

Our offices are licensed to sell insurance products in the following jurisdictions: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TN, TX, UT, VA, WA, WI

Steve Dark | Domiciled in CA | California Insurance Lic. #0B79606

Ed Wirtz | Domiciled in CA | California Insurance Lic. #0819638

Shane Foley | Domiciled in CA | California Insurance Lic. #0I39670

David N Tuason | Domiciled in CA | California Insurance Lic. #4065004

Laura Gruendler | Domiciled in CA | California Insurance Lic. #0B33303

Securities

We also have agents licensed to sell securities in the following jurisdictions: AK, AR, AZ, CA, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MN, MO, NC, NJ, NV, NY, OH, PA, RI, TX, VA, WA.