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.

Steven Matthew Kaplan | CA License Number #0G86409 | Domiciled in PA

Benjamin Ian Skupp | CA Insurance Licensing #0F90261 | Domiciled in PA

Adam M. Douglas | CA Insurance Licensing #0M11980 | Domiciled in PA

INSURANCE

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

CA, DE, Fl, GA, IN, KY, MA, MD, NC, NJ, NY, PA , SC, TX, VA

SECURITIES

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

CA, DE, DC, FL, IN, KY, MA, MD, NJ, NY, NC, PA, RI, VA