Experience. Knowledge.
Thought Leadership.

Our team has the Experience and Knowledge that can only be gained by being in the trenches as Financial Advisors and Wholesalers for more than 100 years.  

We have built a team of ambitious individuals who are driven to help those they work with be better. Every day.  Our culture is one of going the extra mile to make sure our clients are taken care of and the job is done right.

While Experience and Knowledge are crucial to performing well within our industry, we are most proud of our Thought Leadership.  We strive to never be stuck in our ways.  We are always looking for ways to be bold.  We aspire to do things better today than yesterday. 

 We are open to change and embrace being ahead of the curve.  Some of our most successful projects have come from our willingness to think ahead and move today to where the industry is going to be in the years to come.

1

Resources

2

Solutions

3

Connections

Who We Are

We are the most approachable, easy to work with team of financial distributors in the industry.  We make every effort to provide cutting edge solutions, thought leadership, business marketing, and succession planning for respected Financial Advisors.  We proudly blaze our own trail and act boldly on our convictions rather than following the herd. 

Our Vision

Working with wholesalers that represent only one company is an inefficient use of your time.  We know your time is your most valuable resource, we want to make sure that when interacting with our firm you have access to the best products for all categories of your business.  You will have one dedicated Concierge at your service, representing the best products in all categories.  We have been called the Amazon Prime of Financial Services Distribution.  

Our Mission

Our team strives to be the first call you make no matter what you are working on. Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

Meet Our Team of Experts

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John Oldham

Founder

Gold Canyon, AZ

Email John

(920)-979-8288
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John Letheby

Wholesaler

Denver, CO

Email John

(303)-532-6073
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Jason Amplo

Wholesaler

Chicago, IL

Email Jason

(312)-852-2722
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Ben Matheson

Wholesaler

Orlando, FL

Email Ben

(727)-421-5945
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Ralph Magnus

Wholesaler

Orange County, CA

Email Ralph

(949)-375-5728
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Matthew Puglisi

Wholesaler

Bethesda, MD

Email Matthew

(609)-954-2827
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Kelly Winn

Wholesaler

Texas

Email Kelly

(214)-563-0639
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Tim Taylor

Assistant Director of Life Insurance

Kansas
Email Tim

(913)-353-5771
Kelly Warner5

Kelly Warner

Wholesaler

California

Email Kelly

(530)-921-2146
Jason Nightingale4

Jason Nightingale

Director of Life Insurance

Idaho

Email Jason

(208)-935-5180
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Andrew Morris

Wholesaler

New Jersey

Email Andrew

(201)-926-3608
Kelly Warner5

Sam Pesetsky

Wholesaler

Ohio

Email Sam

(614)-284-5182
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Danny Petrik

Marketing Director
Vancouver, BC

Email Danny

(604)-866-4675
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RoxAnne Oldham

Event Coordinator
Gold Canyon, AZ

Email Roxi

(920) 979-7288
Our team strives to be the first call you make no matter what you are working on. Our Resources, Solutions, and Connections are here to make your life easier, and more profitable.

John Oldham

Founder, Concierge For Advisors

Corporate Partners

Great American
North-American-Company-compressor
American National
Delware Life
American Equity
Americo
Equitrust
Allianz
nationwide
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athene
aig
equitable
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atlantic-coastlife-compressor
FandG
genworth
newyorklife-compressor
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sagicor
liberty-bankers-compressor
pacific life
symetra-compressor
lincoln-compressor
minnesota-life-compressor
national-western-compressor
principal-compressor
protective
standard-life-compressor
transamerica
mutual of omaha
anfield capital
Allianz
global atlantic
American Equity
leland funds

What Do You Want to Achieve Today?

We have the Resources, Solutions, and Connections to help you get it done!