Broker Check


Our financial services representatives combine 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.

We have individuals licensed to sell insurance products in the following jurisdictions:
California, Colorado, Illinois, Indiana, Massachusetts, Michigan, North Carolina, Wisconsin

California Insurance Licensing
Matthew Sumnicht, domiciled in MI, California Insurance Lic. #0K06363

We have individuals registered to offer securities in the following jurisdictions:
Michigan, Illinois, Indiana, Massachusetts, New York, North Carolina, Texas, Pennsylvania, California, Florida, Ohio

California Insurance Licensing
John Herbert, domiciled in MI, California Insurance Lic. #0N09417