CFP CLU TEP Member MDRT Top of the Table
Insurance & Financial Advisor AT Financial Group Inc.
CHS, Advisor WEALTHinsurance.com
CLU, CFP President of Genier Financial Services Inc.
Managing Partner Appel Insurance Advisors
Founder and president Taylor Insurance and Financial Services
CLU, Financial Advisor Worldsource Financial Management Inc.
The PhoneTeacher
Industry Thought Leader, Coach, Keynote speaker
Senior Partner Davis Rea Investment Counsel
LLQP, CHS, B.Sc, B.Ed, M.A Life Insurance Agent & Investments Advisor
Life Underwriter Training Council Fellow (LUTCF)
