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

Our offices are licensed to sell insurance products in the following jurisdictions:

Christopher McNeil Insurance License # 2129775 Licensed in TX.

Jason Odette Insurance License # 904999 Licensed in TX and FL. 

James Jedrziewski Insurance License # 1510789 Licensed in SC, and TX.

We also have agents licensed to sell securities in the following jurisdictions:

CA, CO, FL, GA, ID, NC, NE, OK, SC and TX.  

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.