Our Licensed Professionals

Our team combines 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.

Licensed Security Professionals

Julie Bird - Series 7, 6, 65 & 63 in the following states:

AL, AR, CA, CO, FL, GA, IL, LA, MD, MO, MS, NV, NY, PA, SC, TN, TX, WI

Judy Sherman: TX, OK, CT, FL, MA, HI, WA

Licensed Insurance Professionals:

Group 1 - Life and Health

Julie Bird: FL, LA, MO, NV, NY, PA, SC, TN, TX
State of Domicile: TX

Judy Sherman: TX, OK, CT, FL, MA, NC, HI
State of Domicile: TX