about us

Licenses

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, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Iowa, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

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

Jay Eagan, domiciled in Texas, CA Insurance License #0C58123
Todd Holt, domiciled in Texas, CA Insurance License #0E46779
Jay Wischkaemper, domiciled in Texas, CA Insurance License #OB36622
Ernesto Herrera, domiciled in Texas, CA Insurance License #0H08705
Sara Pantin, domiciled in Texas, CA Insurance License #0B21097
Bruce Upham, domiciled in Texas, CA Insurance License #0I94350

Arkansas Insurance Licensing

Jay Wischkaemper, domiciled in Texas, Arkansas Insurance Producer Lic. #60499
Brian Pitaniello, domiciled in Texas, Arkansas Insurance Producer Lic. #231110

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CRN201903-209239