ABOUT US

Our team has the Experience and Knowledge that can only be gained by being in the trenches as Financial Advisors and Wholesalers.  Our team has more than 200 years of combined experience and and average tenure of over 20 years.

We proudly blaze our own trail and act boldly on our convictions rather than following the herd.

We have built a team of ambitious individuals who are driven to help our Advisors grow their income and improve their lives. Our team goes the extra mile to make sure our clients are taken care of and the job is done right. 

our team

Meet our
Leadership team

John Oldham
John Oldham
founder
Tim Taylor
Tim Taylor
Chief Operating Officer
Mark Petersen
Mark Petersen
Business Development
Jason Nightingale
Jason Nightingale
Director of Life Insurance
George MacAllister
George MacAllister
Trainer
Dana Wenzel
Dana Wenzel
Director of Communications
Roxanne Oldham
Roxanne Oldham
Events Coordinator
Danny Petrik
Danny Petrik
Marketing Director
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TESTIMONIALS

WHAT our members SAY

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Our Family