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Agents

Eula Morgan

Senior Advisor

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Proficiency

  • Customer and Personal Service
  • Stress Tolerance
  • Analytical Thinking
  • Attention to Detail
  • Sales and Marketing

Our Agents

Daniel Craig

Manager

Shari Farmer

Financial Adviser

Lindsay Lohan

Financial Adviser

Marc Coppolo

Portfolio Manager

We are Here to Help

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Financial Security

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Business Goals

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Savings and Investing

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Pay for Education

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Skills

Annual Audit Preparation 68%
Customer Service Skills 78%
Analytical Thinking 58%
Concern for Others 98%

Honors & Rewards

Healthcare Expertise

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Business Insurance

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