Our staff is comprised of knowledgeable Financial Consultants with many years of experience and many different specialties including attorney's, Certified Financial Planners (CFP), Enrolled IRS Agents (EA), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC) and an individual with a Master's in Taxation (MST).

Financial Consultants:
Dale A. Pope, CLU, RFC®, Licensed in DE, IA, MD, PA, SC, WI
Norman F. Watts, Manager, OSJ, Owner, Licensed in AL, DE, FL, IA, NC, NJ, NY, PA, SC, ,VA, WI

Sales Assistants:
Carolyn Felker
Paul Louth