Jarrod Fassio at Crosscountry Mortgage

Schindler Wealth Management, established in 1957, is a family-owned firm with over 60 years of investment experience spanning three generations. Led by President Eric James Schindler, the firm specializes in providing personalized investment, retirement, legacy, and asset protection planning services to help clients navigate the complexities of today’s financial landscape. With a commitment to long-term financial success, Schindler Wealth Management prides itself on its history and track record of assisting clients in making sound financial decisions. The firm's approach emphasizes a deep understanding of individual client needs to ensure financial security through various market conditions. Generated from the website

Mountain View Financial, based in Eagle, Idaho, offers personalized financial planning and investment management services primarily within the Western United States. The firm focuses on building genuine partnerships with a select group of clients, tailoring unique financial strategies that align with their individual goals and aspirations. Recognizing the diversity of client needs, Mountain View Financial specializes in working with women investors, small business owners, and professionals approaching retirement. Their holistic approach integrates financial management with clients' values and life circumstances, ensuring a comprehensive path forward for each unique financial journey. Generated from the website

I've represented Allstate for over 30 years and have worn many hats in the company. My tenure and experience has allowed me to not only understand the ins-and-outs of insurance, but also help families regarding their insurance needs.