Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. SUMMIT LEGACY STRATEGIES is not an affiliate or subsidiary of Guardian. CA Insurance License Number - 0L91169, AR Insurance License Number - 16423049. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

The Guardian Group is a boutique life insurance agency that serves high-net worth professionals with tax and legacy planning as well as other advisors with advanced planning and tough to place cases. Texas based brokerage with producers spanning from California to Florida.We partner with high AM Best rated carriers to offer individualized solutions for our clients. Our team consists of the top producers in the country for several Major Mutual, Supplemental Line, & Final Expense companies.Intermediary services and back office support available. Let us put our cape on, fly in and save the day!

Demko Consulting (DC, LLC), consisted a network of sales/marketing professionals that were available to educate, coach, or manage teams of producers and support staff. Specialized resources in insurance, finance, tax planning, business transactions, marketing, technology, occupational safety, and training.

As a licensed agent of New York Life I offered products that help meet a number of financial and insurance needs, including, but not limited to, college funding, retirement and lifetime income strategies.I was part of an elite team (Precision Wealth Strategies) known for a process that allowed clients to do more for themselves with less risk and less tax exposure.

State Farm is a mutual automobile insurance company owned by its policyholders. The firm originally specialized in auto insurance for farmers. The company later expanded its services into other types of insurance, such as homeowners and life insurance, in addition to banking and financial services.I was an outside approved agent candidate and decided to enter the Aspirant program to gather experience. We specialized in over 100 different products to best suit the needs of our insureds and clients.State Farm is ranked 34th in the 2010 Fortune 500, and also the world's largest mutual property & casualty insurance firm.