For a trusted relationship built on a foundation of integrity.
Julian H. Good, Jr.
CLU®, ChFC®, AEP® Principal
Client Services Manager
Our Strategic Alliance
AN UNDERWRITING ADVOCACY TEAM with a former insurance company Underwriting Vice President, a Medical Director who is a licensed physician, and a senior staff of case management, business processing and policy service specialists.
PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including attorneys, accountants, MBAs, Chartered Financial Analysts, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants. Many are FINRA Registered Principals who provide independent assessment and analysis of recommended products and services.
STATE-OF-THE-ART INFORMATION TECHNOLOGY DIVISION that is fully integrated with many of our profession’s top providers as well as world-class custodians such as Schwab Institutional, and Pershing.
Chairman and CEO
Caleb J Callahan
President and Chief Operating Officer
Investment Management and Advisory
Chief Investment Officer
Vice President, Investment Management & Research
New Business Specialist
Vice President, Underwriting
Insurance Services and Design
Senior Vice President, Insurance Services
MBA, CLU®, CFP®
Director, Insurance Planning
VP, In Force Insurance Solutions
Director, Financial Planning
Vice President of Communications
Chief Compliance Officer and General Counsel