Strategic Partners

Jim Maschek - National Sales Director - Shurwest Financial/Annexus Group - www.annexusgroup.com - Jim has been with Shurwest for over 15 years.  Shurwest and Annexus develop and market some of the most innovative fixed and equity index annuities within the industry.

Bryan Schmitt - CPA/CFP - Hiratsuka & Schmitt LLP - www.hiratsukaschmitt.com - Bryan has over 20 years experience as a CPA/Tax Planner and Advisor.  His firm has over 10 CPAs to assist with individual tax planning, advising and preparation.

Dave Angelis - Life Marketing Consultant - Financial Independence Group (FIG) -  www.figmarketing.com -  FIG is one of the largest life, health and LTC insurance wholesalers in the US, providing access competitive access to over 125 of the leading carriers.

Rick Durfee - Estate Attorney - Durfee & Phelps - www.durfeephelps.com - Rick is the Managing Partner for Durfee & Phelps and the President of Legacy Global Foundation.  Rick is considered by many to the be one of the finest estate and charitable planning attorneys in the US. His firm provides trust and will development and charitable planning design.

Tom Hushen - Real Estate Broker - Bedrock Properties, Inc. - www.bedrockproperties.com - Tom has over 20 years of experience as a corporate officer for American Airlines, Ameritrade and Gateway Computers.  He has taken that experience and for the past five years created Bedrock Properties to provide real estate strategies for residential, commercial, investment and land.

Dave Heiser - Mortgage Broker - daveheiser@msn.com - Dave provides mortgage products from reverse mortgages, to refinancing, to investment, to new home lending through Wells Fargo, Bank of America and many other lenders.