Has been with the SFS team for over 10 years. She has an insurance license and handles every key day to day tasks as it relates to SFS clients & providing service of the highest quality.

She has been associated with SFS for over 15 years. She handles all the accounting and quick book updates.

In the financial services industry since 1994. Anil is an Independent Insurance Advisor and an Investment Advisor Rep with a FIDUCIARY obligation. On The Money Radio Show hosted since 2009 on FM 105.3 and AM1510 every Thursday at 1 pm.
Anil has built SFS from the ground up to over 1500 clients all over the country. SFS has an A+ and a 5-star rating with the BBB. Anil has worked as a consumer advocate here in AZ by working with regulators to sponsor and pass into law SB1534 to protect Arizonans from a derailed retirement. Anil has also provided the SEC information as a Whistleblower in uncovering potential Ponzi schemes. Anil is 13-year qualifier of Top of The Table (Top 1% based on revenue) with MDRT. Anil conducts financial seminars and is Licensed in over 42 states. Anil was inducted into the hall of fame by Sthe ociety of Senior Market Professionals in 2004.

In the financial services industry since 1994. Rick was a cover story featured in Senior Market Advisor Magazine in 2005. Rick meets with clients & consumers to help them accomplish their retirement goals. Rick has worked with Anil to help SFS grow their client base year after year by following the basic process of designing financial plans based on clients risk tolerance, goals, and objectives. Rick has learned & implemented cutting-edge IRA & Retirement Account strategies from Ed Slott who is considered as America’s “ The IRA EXPERT”.