A Career That Is More Than a Job

Our team includes…
Penny Moore, my trusted assistant in our regional office; our managing partner, Chris Schultz, in Port Charlotte; and representatives throughout South Florida.

We serve members in…
South Florida.

We're passionate about…
helping people develop successful behaviors to ensure financial security. We believe getting people to take the first small step in the right direction is the key to developing the good habits it takes to be financially secure. Small steps turn into big steps, and they form the habits that ensure success.

We focus on…
helping with a wide range of planning needs. Our representatives have a wide range of knowledge and experience, and we are a full-service financial services provider.

We're unique because…
of our culture of service. Being built for our members, not for profit, may sound like an oxymoron for a financial services organization, but as a fraternal benefit society, we give money to local communities every year. Over the last five years we have given over $100 million through fraternalism. When we say "Touching lives. Securing futures," it goes beyond the financial planning we do to the heart of helping our communities thrive.

Our current career opportunities include…
financial representatives. If a leadership position is desired, we have an outlined fast track to managing partner and regional director roles.