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.

James L. Hicks | CA Insurance Licensing# 0K55613 | Domiciled in VA
Angelique Ayala | VA Insurance Licensing# 933865 | Domiciled in VA


We have individuals licensed to sell insurance products in the following jurisdictions: alabama, California, DC, Florida, Maryland, Massachusetts, michigan, North Carolina, Pennsylvania, south carolina, Texas, Virginia, vermont, and Washington.


We have individuals registered to offer securities in the following jurisdictions: California, DC, Delaware, Florida, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, Puerto Rico, south carolina, Texas, Virginia, and Washington.