Gary is licensed in multiple states and a certified retirement income specialist licensed to assist teachers with their 403b, public employees 457, and individuals with their retirement needs. Gary specializes in retirement growth and protection, indexed annuities and indexed universal life solutions, mortgage protection, and final expense benefits. “Being a combat veteran and the son…

Felicia Pouncil is a retirement income specialist. She is also a former educator that understands a variety of pension benefit plans and is licensed in multiple states. She specializes in preserving and protecting assets while creating an income that you can never outlive. She also helps protect families with living benefits, as well as educate…

Jay Stepter has been helping families with financial wellness and education since 2003. Serving families, educators, non-profit organizations, and small business owners with financial tools and advice, Jay is fulfilling his life’s mission to help people plan, prepare, and prosper financially. 

Patrick has been in the insurance industry since 1993 protecting families with insurance products. He is happy to review your life, auto, home and business insurance policies so that he can answer any questions you may have. He works with a team of retirement professionals so that he can offer you the best retirement planning…

Denny is a business leader and retirement income specialist on our team who focuses on protecting teachers and public employees with their retirement needs 403b, 457, and other retirement solutions to grow and protect retirement savings.

Insurance & Financial Services professional with over 20 years of experience. Richard retirement insurance solutions to assist to individuals, families, small businesses and nonprofit organizations who are in need.

Mike is an agency owner based in Duarte, California, and licensed in California, Washington, Texas, Ohio, Illinois, and Kansas. As a Retirement Planning Specialist, Mike takes a needs approach to retirement planning and insurance by comparing what his clients need and what they already have in place and focusing on the GAPS. Whether it relates…

Bill is an experienced life business & insurance professional and leader with over 30 years leading managing and leading teams.

Andrew is a licensed financial professional who specializes in retirement planning for individuals, small business owners, and public employees. Andrew is passionate about working with small business owners and public employees because their needs don’t fall into the traditional retirement structure.  Many small business owners and public employees are underserved. Andrew has made it a…

Wes brings to the table over 20 years of experience in the insurance industry and looking forward to protecting small businesses and families in the areas of health care, life insurance and retirement protection based in Ventura, California.