Experience

Experience

His insurance and estate planning firm specializes in the self-employed and business owner market, working with clients from the start-up of their new business to clients with the net worth in the 100s of millions.

Experience

 

Founding Partner

  • Allied Strategic Partnership, LLC
  • Fussell Insurance and Benefits, LLC
  • IUL Technologies, Inc.
  • Partners South Accounting, LLC

  • Partners South Estate Planning, Inc.
  • Partners South Insurance Solutions of California
  • Partners South Marketing Group, LLC
  • Partners South Properties, Inc.

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