Our Staff

Sandi Newell, an employee for 37 years, working full-time managing the office, bookkeeping, doing policy service, trades and compliance and new business.  Sandi has her insurance license, securities registration and her securities principal registration.

Most of you have talked with Annette Harris, an employee for 10 years.  She is Bob's right hand.  She is on the phone constantly, Annette also tracks all of the trades, prepares files for appointments, runs illustrations, knows the insurance companies, products and forms, keeps the files and records in order and helps with policy service.

I, Bob Joki, offer my clients life, disability and overhead expense insurance along with the long term care and critical insurance.  I will also continue to assist my clients with their investments including retirement plans (IRA, SIMPLE, SEP, 401K) and brokerage accounts.  If I can be of help to you in any of these areas or you have friends or relatives who would benefit from my services, please let me know.  I have been blessed over the years to have loyal friends and clients and I am looking forward to the same for many more years.

Jason Engle - Technical Support