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Advice and Planning from a Trusted Source
Elizabeth has been involved in the financial services industry for over 30 years. In 1989 she began managing 50 employees in an Automobile insurance brokerage involving customer service, claims and mail processing. From there she acquired her insurance license in 1992 and soon thereafter obtained her securities license and is currently a Registered Representative of GWN Securities. In 1995 she started her own financail services company in Orange County, CA.
Mike Reppen, joined the company in 1998 after many years of being a counselor and specializes in Annuities and Life Insurance, primarily assisting public school employees with their 403(b)/TSA investments.