Our Team

Andrew Lee CRPS, CFS is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IA, ID, IN, KS, LA, MD, MN, NV, OR, TX, WA
Andrew Lee CRPS, CFS is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: IN
Andrew Lee CRPS, CFS is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, IA, IN, NV, OR

Anthony Rovai is licensed to sell and/or discuss Securities Products only to residents of the states listed: CA, FL, IL, MA, MN, NV, NY, UT, WA
Anthony Rovai is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Anthony Rovai is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA, FL

Brent Robinson EA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, FL, GA, IA, IL, MN, NC, NV, NY, OR, TX
Brent Robinson EA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Brent Robinson EA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA

Dennis Cotnoir CPA, RFC is licensed to sell and/or discuss Securities Products only to residents of the states listed: AL, AZ, CA, FL, ID, OR
Dennis Cotnoir CPA, RFC is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Dennis Cotnoir CPA, RFC is licensed to sell and/or discuss Insurance Products only to residents of the states listed: CA, OR

Scot Shier CFP, CKA is licensed to sell and/or discuss Securities Products only to residents of the states listed: AZ, CA, CO, FL, IN, MN, OH, OR, SC, TX, WA, WY
Scot Shier CFP, CKA is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Scot Shier CFP, CKA is licensed to sell and/or discuss Insurance Products only to residents of the states listed: AZ, CA, CO, FL, NM, NV, OR, RI, SC, TN, TX, VA