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 exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:

Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, North Carolina, North Dakota, Ohio, New Jersey, New Mexico, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, & West Virginia.

California Insurance Licensing

Cody Morris, domiciled in Pennsylvania, California Insurance Lic. #4092870

Chris Pajak, domiciled in Pennsylvania, California Insurance Lic. #4039723

Emily Reading, domiciled in Pennsylvania, California Insurance Lic. #4361656

We have individuals registered to offer securities in the following jurisdictions:

Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts,  Maryland, Missouri, Montana, North Carolina, North Dakota, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, & West Virginia.

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