Our Financial Professionals 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 Professionals must pass exams to obtain a license to sell products in your state.

State Licensed for Insurance:
AZ, CA, CO, HI, ID, MO, MS, NV, NY, OR, RI, SC, TX, VA, WA, WI

Ira Hermann
CA Insurance Lic. #0611677
State of Domicile: CA

State Licensed for Insurance: CA

Alicia Mckie
CA Insurance Lic. #0D63338
State of Domicile: CA

Kaitlyn Dell
CA Insurance Lic. #0L36907
State of Domicile: CA

Julia Patterson
CA Insurance Lic. #4142155
State of Domicile: CA

Securities

State Licensed for Securities:
AK, AZ, AR, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MO, MT, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

Ira Hermann

State Licensed for Securities: CA

Alicia Mckie
Kaitlyn Dell
Julia Patterson