Daniel Mercer, CLU
Leads life insurance planning and estate coordination.
Licensed advisors who advocate for you
Our team holds carrier appointments nationwide and participates in continuing education on emerging risks such as cyber liability and climate-related property losses.
Elena Brooks, CHRS
Specializes in group health and voluntary benefits.
Marcus Chen, CPCU
Oversees homeowners, renters, and umbrella policies.
Priya Nair, CIC
Advises commercial clients on liability and property schedules.
Continuing education & compliance
Every advisor completes annual ethics training, anti-fraud coursework, and product-specific certifications. We document recommendations to ensure suitability and maintain audit-ready files for commercial accounts.