about us

Licenses

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 comprehensive exams to obtain a license to sell products in your state.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Sheryl Tully, domiciled in Illinois, CA Insurance License #0G76056

Pradeep Bhatia, domiciled in Illinois, CA Insurance License #0H42681

Dean Mansavage, domiciled in Illinois, CA Insurance License #0H06317

Sean Cooper, domiciled in Illinois, CA Insurance License #0I08798

Irving Birnbaum, domiciled in Illinois, CA Insurance License #0D76681

Ronald Millar, domiciled in Illinois, CA Insurance License #0I80060

Jeffrey Moll, domiciled in Illinois, CA Insurance License #0E85044

Yung Moon, domiciled in Illinois, CA Insurance License #0D40673

Stephanie O’Hara, domiciled in Illinois, CA Insurance License #0M20235

Taylor Boice, domiciled in Illinois, CA Insurance License #0M15879

Russell Clousing, domiciled in Illinois, CA Insurance License #0829328

Thomas Bongiorno, domiciled in Illinois, CA Insurance License #0L80669

Scott Clayton, domiciled in Illinois, CA Insurance License #0L95898

Jerry Dipert, domiciled in Illinois, CA Insurance License #0E00019

Tammy Lau, domiciled in Illinois, CA Insurance License #0H61497

Arkansas Insurance Licensing

Michael Coons, domiciled in Illinois, Arkansas Insurance License #2118222

Jerry Dipert, domiciled in Illinois, Arkansas Insurance License #239549

Norman Gaston, domiciled in Illinois, Arkansas Insurance License #1009624

Jeffrey Moll, domiciled in Illinois, Arkansas Insurance License #234474

Cheryl Richardson, domiciled in Illinois, Arkansas Insurance License #352071

Scott Clayton, domiciled in Illinois, Arkansas Insurance License #16214272

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CRN201903-209239