Why We Are The Insurance Professionals

Bryan joined our firm in 2009 bringing 20 years of commercial lending experience. He began his career as a teacher before enjoying a career in commercial lending that included roles in sales and sales management at GE Capital and Wells Fargo. Bryan has a strong background in business development and financial analysis. Never forgetting where he began Bryan believes strongly in the importance of educating his clients. Bryan graduated from Western Connecticut State University in 1989 with a BA in History. He holds Series 6 and 63 securities registrations and is a registered representative offering securities through M Holdings Securities Inc., a registered Broker/Dealer, member FINRA/SIPC. California Insurance License 0G99178

Theresa began her career at the firm in 2014. She is responsible for overseeing the firm’s day-to-day operations. She is responsible for coordinating all new business, including underwriting life, and disability applications for insurance coverage. Theresa leads the firm’s marketing and advertising projects. Prior to joining the firm Theresa held various management and administrative positions in the medical and financial industries.