Licensing

 

Michael J. Maletteri

PRESIDENT | CEO  
CFP® CLU®, ChFC®, CFBS

Licensed to sell insurance in: OR, PA, TX, WA

Licensed to sell securities in: OR, WA, PA, NJ, NM, VA, ID, MT, TX, MA, AK, AZ, CA, CO, FL, GA, HI, IA, IL, KS

 

Nathan Price

FINANCIAL ADVISOR |  INVESTMENT SPECIALIST

Licensed to sell insurance in: FL, MT, OR, WA 

Licensed to sell securities in: AZ, CA, CO, FL, ID, MO, MT, NC, OR, PA, TX, UT, WA

Price, Nathan.jpg
 

Kevin Kirkpatrick

FINANCIAL PLANNER 
LUTCF®

Licensed to sell insurance in: OR, WA, AZ, CA Insurance License #4040050 Domiciled in OR
Licensed to sell securities in: OR, WA, CA, NC, HI, AZ

 

Matt Witten

FINANCIAL PLANNER
CFP®

Licensed to sell insurance in: OR, WA, MT, NC, VA, TX, NC, CA Insurance license #4137745, Domiciled in OR
Licensed to sell securities in: AZ, OR, NC, WA, HI, TX, CA, PA

Witten, Matt.jpg
 

Dante Filippini

FINANCIAL ADVISOR

Licensed to sell insurance in: AZ, CO, FL , GA, MI, MT, NE, NV, OH, OR, PA, TN, TX, VA, WA, WV, CA Insurance License #0M66672, Domiciled in OR. 

Licensed to sell securities in: AZ, OR, FL, TX, WA

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