FOUNDERS

Eric & Diane Martineau

Eric and Diane started their courtship by fixing up the basement of their new 3plex, 30+ years ago. We kept buying real estate every time the Corps moved us. The mix of real estate and financial planning experience has enabled them to see opportunities and business with more clarity, and has enabled them to assist clients to increase their wealth and benefits, while lowering their overall risk. After leaving the USMC, Eric was VP of R&D and Operations with large telephone companies. (He has an MS in Telecommunications), but investing is his passion.

Although Private Equity Banking was not taught specifically during Eric's MBA, the concepts were expressed by a chance "visiting attorney" who told the class "the most probable and secure way to make a fortune is...." That chance comment started Eric down the road toward Financial Freedom using High Cash Value insurance products.

Eric speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, Infinite Banking, and how to take your business online and go virtual.

He and his wife Diane, of over 30 years, have resided "anywhere the Marine Corps wanted to send us," and are the proud grandparents of 10 grand-kids. They are active in their church and community, currently in Texas.

MEET THE AFFILIATE TEAM

BARRY BROOKSBY

Barry has been involved in the financial and investment industry since 2001 and helped build a multi-million dollar real estate empire. The mix of real estate and financial planning experience has enabled him to see opportunities and business with more clarity, and has enabled him to assist clients increase their wealth and benefits, while lowering their overall risk.

Barry specializes in wealth & protection strategies, tax-free money planning and guaranteed retirement income planning. He is the co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide.

He and his wife Mindy, of over 27 years, have resided in St. George, Utah since 2009, and are the proud parents of 5 children. They are active in their church and community. Barry enjoys playing guitar, mountain biking, and spending time with his family.

Mark Sher

I help people climb out of debt & achieve financial freedom. I teach individuals & business owners a proven financial literacy program that is based on 7 steps that allows people to get immediate control of their spending, debt, savings, & taxation.

Bill & Valerie Koski

Bill & Valerie Koski draw from their years of experience as business owners, and from working in the finance industry including investments, life insurance and mortgages. They assess the needs and goals of their clientele, and develop a personalized plan of action using innovative strategies. The goal is debt elimination, wealth creation, and asset protection. THEY LOOK FORWARD TO WORKING WITH YOU!

Chris Sorenson

Chris joined the team in November 2019, and became an agent in January 2019. Chris is a retired Arizona Deputy Sheriff, with a wealth of knowledge and passion for helping others obtain financial independence. Chris specializes in designing plans specifically

for each client.

Chris is married and lives in Cedar City, Utah. He has 4 daughters and 1 son all grown. He enjoys golfing, traveling, and gardening.

I look forward to the opportunity to design a plan just for you.

Call today!