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Elite Advisor San Diego Experience
Thursday, August 17
th
& Friday, August 18
th
Join us in sunny San Diego, California for our Elite Advisor Experience. Register Below!
Join us in beautiful Del Mar, California for our Elite Advisor Experience. Register Below!
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Home
Our Story
Ron Shurts
Meet the Team
Our Services
Integrated Business Development
Insurance Solutions
Strategic Marketing & Client Aquisition
Streamlined Operations & Technology
Advanced Planning & Portfolio Solutions
Additional Resources
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Kyle Pesch
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Derek Wakefield
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James Jacobson
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Kayden Meyersick
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Windy Nash
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Janae Bonner
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Lauren Edwards
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Stephanie Smith
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Tiffany Nicely
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Brandon Olson
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Kyle Pesch
VP of Advisor Development
Derek Wakefield
Life Insurance Consultant
James Jacobson
Director of Strategic Accounts
Kayden Meyersick
Director of Business Development
Windy Nash
Senior Account Manager
Janae Bonner
Director of Advisor Relations
Lauren Edwards
Senior Account Manager
Stephanie Smith
Senior Account Manager
Tiffany Nicely
Senior Account Manager
Brandon Olson
Director of Business Development
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