Our Associates
Jim Diemer ChFC, CASL, REBC
Managing Partner/ Financial Advisor
Jim Diemer ChFC, CASL, REBC
Qualifications
- Bachelor of Business Administration in Accounting
- Financial Advisor since 1999
- Chartered Advisor in Senior Living, CASL®
- Chartered Financial Consultant, ChFC®
- Registered Employee Benefirts Consultant, REBC®
- Licensed to sell Life & Health and Property & Casualty Insurance
- Registered to offer securities products
- 13 time President's Club Qualifier
- Series 7, 6, 65, and 63 securities registrations
Products and Services
- Stocks, Bonds, and Mutual Funds
- Wealth Management Services
- Managed Accounts
- Annuities, Fixed and Variable
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservations Strategies
- IRA Consolidation/ Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Alternatives, Transfers, Rollovers
- Tax Sheltered Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
Managing Partner/ Financial Advisor
Gregory D. Vasher
Qualifications
- Bachelor of Business Science in Business and Financial
- Financial Professional since 1998
- Licensed to sell Life & Health Insurance
- Registered to offer securities products
- FINRA Series 7, 65, 63, and 26 securities registration
Products and Services
- Stocks, Bonds, and Mutual Funds
- Wealth Management Services
- Access to Managed Accounts
- Annuities, Fixed and Variable
- Charitable Giving Strategies
- Disability Income Insurance
- Estate Conservation Strategies
- Education Funding Strategies
- IRA Consolidation/ Rollovers
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement Coverage
- Pension Payout Annuities, 403(b) Plans
- Term Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Whole Life Insurance
Senior Partner/ Financial Advisor
Tiona Byrd
Qualifications
- Masters of Science in Teaching and Learning with Technology
- Bachelor of Business Administration in Interdisciplinary Social Science (Cognates: Social Work and Criminology)
- Licensed in Life & Health Insurance since 2015
Products and Services
- Disability Income Insurance
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement and Advantage Coverage
- Term Insurance
- Universal Life Insurance
- Whole Life Insurance
- Guaranteed Issue Life Insurance
- Group Life Insurance Conversion
Risk Management Coordinator
Heather O'Donovan
Qualifications
- Bachelor of Science in Business Administration
- Life Underwriter Training Council Fellow, LUTCF®
- Financial Services Certified Professional, FSCP®
- Licensed to sell Property and Casualty since 2002
- Personal Assistant for Jim Diemer since 2012
- Personal Assistant for Greg Vasher since 2014
Products and Services
- New Accounts Processor Specialist for FFMG
- Integrated Cashier Platform (ICP) Service Representative for FFMG
- Distribution Processing Service Representative for FFMG
- 401(k) and 403 (b) Service Specialist for FFMG
- Disability Income Insurance
- Long-Term Care Insurance
- Mortgage Protection (through life insurance and disability income insurance)
- Medicare Supplement and Advantage Coverage
- Term Insurance
- Health Insurance and ACA Alternatives
- Universal Life Insurance
- Whole Life Insurance
- Guaranteed Issue Life Insurance
- Group Life Insurance Conversion
LUTCF, FSCP