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.


We have individuals licensed to sell insurance products in the following jurisdictions: AR, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, NC, NJ, NY, OH, OR, PA, TX, UT
California Insurance Licensing: #0798792
Arkansas Insurance Licensing #59278410

W. Keith Schmidt, CLU®ChFC®, CASL®, RICP®, domiciled in NY, California Insurance Lic. #0798792


We have individuals registered to offer securities in the following jurisdictions: AR, CO, CT, FL, MA, ME, NC, NH, NJ, NM, NY, TX