Our team

Team member
Katie Anderson
Office Professional

    About Katie Anderson

      Team member
      Maria Anderson
      Office Professional

      About Maria Anderson

      Team member
      Anthony Camara
      MBA, CFP®, FIC
      Wealth Advisor
      States Licensed: CA Insurance Lic. #0J09382, FL, MN, TN, TX, UT, VA

      About Anthony Camara

      States Licensed: CA Insurance Lic. #0J09382, FL, MN, TN, TX, UT, VA
      Team member
      Bradley Baer
      CFP®, ChFC®, LUTCF®, FIC, CKA®
      Wealth Advisor
      States Licensed: AL, AZ, CA Insurance Lic. #0777889, CO, FL, ID, IL, MN, MO, NV, OR, TN, TX, WA

      About Bradley Baer

      States Licensed: AL, AZ, CA Insurance Lic. #0777889, CO, FL, ID, IL, MN, MO, NV, OR, TN, TX, WA
      Team member
      Matthew Molstre
      CFP®, FIC
      Wealth Advisor
      States Licensed: AL, AR Insurance Lic. #7649029, AZ, CA Insurance Lic. #0D96364, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

      About Matthew Molstre

      States Licensed: AL, AR Insurance Lic. #7649029, AZ, CA Insurance Lic. #0D96364, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
      Team member
      Rob Burns
      ChFC®, FIC
      Wealth Advisor
      States Licensed: AK, AL, AZ, CA Insurance Lic. #0D56470, CO, FL, GA, ID, IL, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, SC, TN, TX, UT, VA, WA, WI

      About Rob Burns

      States Licensed: AK, AL, AZ, CA Insurance Lic. #0D56470, CO, FL, GA, ID, IL, KS, MD, MI, MN, MO, MT, NC, NE, NV, OR, SC, TN, TX, UT, VA, WA, WI
      Team member
      Zach Wold
      CFP®, ChFC®, FIC, CEPA
      Wealth Advisor
      States Licensed: AR Insurance Lic. #8794113, AZ, CA Insurance Lic. #0F28629, CO, FL, KS, KY, MI, MN, MO, NJ, NV, OK, PA, TN, TX, WI

      About Zach Wold

      States Licensed: AR Insurance Lic. #8794113, AZ, CA Insurance Lic. #0F28629, CO, FL, KS, KY, MI, MN, MO, NJ, NV, OK, PA, TN, TX, WI
      Team member
      Jeff Crane
      CFP®, LUTCF®, FIC
      Financial Consultant
      States Licensed: AK, AL, AZ, CA Insurance Lic. #0B04876, FL, IA, ID, LA, MI, MN, MS, MT, NV, OR, PA, SD, TN, TX, UT, VA, WA

      About Jeff Crane

      States Licensed: AK, AL, AZ, CA Insurance Lic. #0B04876, FL, IA, ID, LA, MI, MN, MS, MT, NV, OR, PA, SD, TN, TX, UT, VA, WA
      Team member
      Jonathan Doering
      FIC
      Financial Consultant
      States Licensed: AR Insurance Lic. #2537963, AZ, CA Insurance Lic. #0787550, CO, DC, FL, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

      About Jonathan Doering

      States Licensed: AR Insurance Lic. #2537963, AZ, CA Insurance Lic. #0787550, CO, DC, FL, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV
      Team member
      Matthew Sebastian
      FIC
      Financial Consultant
      States Licensed: AR Insurance Lic. #4624752, AZ, CA Insurance Lic. #0D27334, GA, IA, ID, IN, MN, MT, NJ, NV, NY, OK, OR, RI, TN, TX, WA

      About Matthew Sebastian

      States Licensed: AR Insurance Lic. #4624752, AZ, CA Insurance Lic. #0D27334, GA, IA, ID, IN, MN, MT, NJ, NV, NY, OK, OR, RI, TN, TX, WA
      Team member
      Matthew Andres-Burns
      Financial Associate
      States Licensed: AR Insurance Lic. #19502097, AZ, CA Insurance Lic. #4033840, FL, ID, MT, OR, TX, WA

      About Matthew Andres-Burns

      States Licensed: AR Insurance Lic. #19502097, AZ, CA Insurance Lic. #4033840, FL, ID, MT, OR, TX, WA
      Team member
      Victor Barton
      CLTC®
      Financial Advisor
      States Licensed: AL, CA Insurance Lic. #4337192, FL, MA, MD, MN, MO, OH, OK, PA, TX, WV

      About Victor Barton

      States Licensed: AL, CA Insurance Lic. #4337192, FL, MA, MD, MN, MO, OH, OK, PA, TX, WV
      Team member
      Aidan Dressler
      Associate
      States Licensed: CA Insurance Lic. #4255712

      About Aidan Dressler

      States Licensed: CA Insurance Lic. #4255712
      Team member
      Chet Jaehnig
      FIC, CLTC®
      Associate
      States Licensed: AZ, CA Insurance Lic. #0K03972, CO, CT, IA, IN, MI, MN, NV, SD, TX, UT, WA, WI

      About Chet Jaehnig

      States Licensed: AZ, CA Insurance Lic. #0K03972, CO, CT, IA, IN, MI, MN, NV, SD, TX, UT, WA, WI
      Team member
      Leslie Fitzgerald
      FIC
      Associate
      States Licensed: CA Insurance Lic. #0G49369

      About Leslie Fitzgerald

      States Licensed: CA Insurance Lic. #0G49369
      Team member
      Michael Murray
      Insurance Associate
      States Licensed: VA

      About Michael Murray

      States Licensed: VA
      Team member
      Mike Fitzgerald
      FIC
      Associate
      States Licensed: CA Insurance Lic. #0E64286

      About Mike Fitzgerald

      States Licensed: CA Insurance Lic. #0E64286
      Team member
      Terry Wold
      ChFC®, CLU®, FIC
      Associate
      States Licensed: AR Insurance Lic. #891198, AZ, CA Insurance Lic. #0B47734, FL, KY, MN, MO, TX, WI

      About Terry Wold

      States Licensed: AR Insurance Lic. #891198, AZ, CA Insurance Lic. #0B47734, FL, KY, MN, MO, TX, WI
      Team member
      Vicki Thorpe
      FIC, CLTC®
      Associate
      States Licensed: VA

      About Vicki Thorpe

      States Licensed: VA
      Team member
      Benjamin Thomas
      FIC, CLTC®
      Associate Financial Advisor
      States Licensed: AZ, CA Insurance Lic. #4270162, CO, CT, FL, IA, IN, ME, MI, MN, MO, NC, NM, NV, SD, TX, UT, VA, WA, WI

      About Benjamin Thomas

      States Licensed: AZ, CA Insurance Lic. #4270162, CO, CT, FL, IA, IN, ME, MI, MN, MO, NC, NM, NV, SD, TX, UT, VA, WA, WI
      Team member
      Bradley Hawes
      Associate Financial Advisor
      States Licensed: AR Insurance Lic. #17748174, AZ, CA Insurance Lic. #0K53469, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

      About Bradley Hawes

      States Licensed: AR Insurance Lic. #17748174, AZ, CA Insurance Lic. #0K53469, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
      Team member
      Jack Saviage
      Associate Financial Advisor
      States Licensed: AZ, CA Insurance Lic. #4271788, FL, MN, MO, NC, SC, TX, UT, VA, WI

        About Jack Saviage

        States Licensed: AZ, CA Insurance Lic. #4271788, FL, MN, MO, NC, SC, TX, UT, VA, WI
          Team member
          Marcus Shaw
          RICP®
          Associate Financial Advisor
          States Licensed: AZ, CA Insurance Lic. #0M89864, FL, ID, IL, IN, KS, MD, MO, NC, OH, PA, SC, TX, UT, VA, WA

          About Marcus Shaw

          States Licensed: AZ, CA Insurance Lic. #0M89864, FL, ID, IL, IN, KS, MD, MO, NC, OH, PA, SC, TX, UT, VA, WA
          Team member
          Michael Buttery
          Associate Financial Advisor
          States Licensed: AR Insurance Lic. #19339760, AZ, CA Insurance Lic. #2122011, CO, DC, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

          About Michael Buttery

          States Licensed: AR Insurance Lic. #19339760, AZ, CA Insurance Lic. #2122011, CO, DC, HI, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY