Financial Professional Network

Are You Looking for a Financial Professional ?

We have approximately 50 financial professionals in our network who are located throughout the United States.

Please contact us if you are in need of a financial professional. So that we can best assist you, please indicate what state you reside in.

Or, for direct contact to a financial professional close to your area, refer to the following list:

 

State First Name Last Name City Office Phone #
AK Joel Kugler Fairbanks 907-374-3914
AZ Michelle Patel Chandler 480-275-5219
CA Bill Anastas Los Alamitos 562-493-0324
CA Rick Healy Pioneer 209-527-5400
CA Cliff Liang San Francisco 415-504-6888
CA Richard Whittington Redlands 281-492-7071
CO Chris Murphy Colorado Springs 719-578-9094
CO Kevin Patterson Colorado Springs 719-260-0111
CO Janet Wilson Parker 719-578-9094
GA Ben Ferris Marietta 678-710-5589
GA Evan Robinson Marietta 678-391-6987
GA Jonathan Robson Marietta 678-391-6987
IL Carol Anderson Naperville 630-205-5355
IN Marijo Dluzak Merrillville 219-769-6110
LA Ann Singleton Baton Rouge 225-927-5532
LA David Smith Mandeville 985-951-2306
MA Patricia Metcalf Northampton 413-572-0944
MD Dave Frank Frederick 240-575-2326 VP/V
MD Lee Kramer Frederick 240-439-6889 VP, 240-379-6929 V
MD Stephanie Summers Frederick 301-563-9287 VP/V
MD Jeremiah Thompson Frederick 240-439-6889 VP, 240-379-6929 V
NC John Bahr Chapel Hill 919-913-4715
NC Cathy Foster China Grove 704-857-4924
NC George Solomon Huntersville 631-298-4875
NC Midge Suite-Arnold China Grove 704-857-4924
NY Chris Reineke New Hampton 845-343-7069
NY Larry Spagnola Amsterdam 518-843-2040
NY Mark Spagnola Amsterdam 518-843-2040
NY William Wasserbach Latham 518-782-9334
OK Amy Million Norman 405-397-4313
SC Mike Brotsky Bluffton 843-757-2444
SC Chase Gossett Hilton Head Island 843-227-4165
TX Tricia Carter-Wood Fort Worth 817-527-8079
TX Julie Chapman Plano 972-768-7688
TX Richard Ethun Volente 713-960-0200
TX John Holmes Cypress 281-547-2400
TX Danny Lacey Austin 512-410-0739(relay)
TX Troy Miller Fort Worth 817-527-8079
TX Mike Rivera Houston 713-957-8100
TX Jeffrey Shenkman Dallas 972-233-6331
WA Marshall Moon Kenmore 713-882-2092