Educating the Carolinas


Stephen Perkins:

  • Insurance: FL, ME, NC, SC, VA
  • Securities: none

Timothy Flanagan:

  • Insurance: PA, NC
  • Securities: GA, NC, OH, SC, VA

Jason Goldy:

  • Insurance: NC, SC, NJ
  • Securities: NC, SC, TX

Ryan Marsh:

  • Insurance: NH, NC
  • Securities: AZ, FL, GA, IA, MD, NY, NC, SC, TX, VA

Lou Galletto:

  • Insurance: NC, SC
  • Securities: CA, FL, GA, MD, NY, NC, PA, SC, VA

Rick Ruiz:

  • Insurance: GA, IL, MA, MT, NC, PA, VA
  • Securities: NC

James Ziel:

  • Securities: NC

We cannot communicate with, nor respond to, requests from customers who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business