Broker Check


Douglas Van Order, CFBS

Managing Partner


+1 916-426-2475

Over 25 years of being engaged in the financial services industry, both as an Advisor and Leader, Doug prides himself on the positive impact that he has left on clients and fellow advisors. Entering the life insurance business in 1995,...

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Bryce Van Order

Director of Business Development


+1 916-426-2475

Jim Willson

Business Development Consultant


+1 916-426-2475

Celebrating his 25th anniversary in the Financial Services industry, Jim brings a holistic approach when working with individuals and small businesses to achieve their financial goals.   With a focus on wealth protection and...

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Tahnee Mostajo

Director of Operations


+1 916-426-2475

Tahnee is a passionate advocate for families and individuals, empowering them to navigate the complexities of life insurance and estate planning. As a life insurance agent specializing in securing financial resilience, a notary public...

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