Our financial advisors combine their education in financial services with an in-depth knowledge of the ever-changing finance and insurance industries to provide you with solutions for your unique situation. All financial advisors must pass comprehensive exams to obtain a license to sell products in your state.
Daniel Ortman:
Securities: AZ, CA, CO, FL, GA, ID, IL, MD, MI, NV, OH, TN, TX, VA, WA, WI
Insurance: AZ, FL, ID, IL, MD, MI, OH, TN, TX, WA, WI
Michael Regan:
Securities: AZ, CO, FL, GA, ID, IL, IN, KY, MD, MI, NC, OH, SC, TX, VA, WI
Insurance: AZ, FL, GA, ID, IL, IN, KY, MD, MI, OH, SC, TX, VA, WI
