insurance

We speak with thought leader Andrew Morris - a wealth transfer expert who’s dedicated his career to helping clients plan, grow and protect their assets. For over 25 years now, he’s been passionate about helping families with setting up…

For more insights into American insurance, Finance Monthly interviewed Joe Montgomery, the Founder and Managing Director - Investments of The Optimal Service Group of Wells Fargo Advisors. Since you founded The Optimal Service Group in…

For the past 16 years, Melanie White Terry has been working through her financial advisory firm, Harbor Financial Group. Her clients are primarily busy and highly successful professionals or entrepreneurs that have comfortably broken the…

Austin Newkirk began his insurance career at a local agency in his hometown of Toccoa, GA and later on transitioned to Country Financial for an expansion of opportunities. Currently a sales leader for the firm’s local office in Toccoa, his…

To hear about Environmental Impairment Liability Insurance, Finance Monthly reached out to one of the US’ leading experts in the field - Susan K. Neuman, Partner at the Hickey Smith law firm who provides counselling and coverage advice to…