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: CA, CT, FL, IL, IN, MA, NC, NJ, NY, TX
California Insurance Licensing: #0798792

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: CT, FL, MA, ME, NC, NJ, NY, TX