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Career Development Team

  • Administrative Career Transition Team
  • Career Relationship Manager dedicated to identifying new team members and assisting with the transition into the business
  • Managing Associate dedicated to support new associates on a daily basis
  • Managing Director dedicated to coach you on practice management and business development 
  • In-house mindset coach to keep you focused on your goals and help you develop the behaviors and processes necessary to be successful 
  • Marketing team dedicated to assist in implementation of strategic marketing initiatives (social media, target markets, networking, alliance partnerships)
  • Training staff for classroom and one-on-one consultation 
  • Product Specialist with knowledge in each specific product, service, and strategy ready to assist in case preparation 
  • APEX Group: (CPA, EA, Attorney's, CFP's) dedicated to assist you in business, estate, and advanced planning strategies - premium financing, pension, 412(e)(3)
  • Mentorships/Teams- you will be coached and developed as well as given the opportunity to join teams with top advisor's in the industry

Our Network

Wealth Management Partners 

Risk Management Partners

The Guardian Life Insurance Company of America® (Guardian)
Innovative Underwriters (IUS)


RAML Training & Exam Education
Empowered Mastery
Mission Driven Advisor
Grimes & Associates
McCauley & Co.
The Growth Group, LLC

Industry Associations 



Microsoft Office 360
Intranet & Virtual Training 
NetX 360

Envestnet, Albridge, Consultants and Industry Associations are not affiliates or subsidiaries of PAS or Guardian. Trademarks are the property of their respective owners and are used with permission. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2022 Guardian.