Our Financial Advisors combine their education in financial services with their 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.
Steven C. Harris: Domiciled In CA, CA Insurance License #0686309; insurance licensed in CA,FL, HI, ID, MA, MD, NV; securities licensed in CA, NV, GA, NY, HI, FL, WA, OR, OH, ID, MD, IL, TX, UT, AZ, CO, AR, NC, MT, WI
Evan B. Harris: Domiciled In CA, CA Insurance License #0K48714; insurance licensed in CA,AZ, CO, NY, OR, TX, WA; securities licensed in CA, TX, ID, AZ, WA, NY, PA, CO, FL, NC, HI, NV, TN, GA, MT, OR, WI, MA, IL, MN
James F. Glass: Domiciled in CA, CA Insurance License #0C9198: insurance licensed in CA, FL, HI, MI, NM, ;securities licensed in CA, CO, NV, OR, WA, MN, OH, IL, TN, AZ, HI, TX, NY, NC, FL NJ, ID, UT
Christopher Lewis: Domiciled In CA, CA Insurance License #0L27224;insurance licensed in CA,CO, FL, MA, MI, NC, OR, TN, TX; securities licensed in CA
Paul H. “Hank” Scherf: Domiciled in CA, CA Insurance License #0E51270; insurance licensed in AZ, CA, CO, FL, GA, HI, MT; securities licensed in AZ, CA, CO, NC, OR, WA, WI, MT, FL, GA, TX, HI, TN
We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.