We are committed to providing you with the best possible medical malpractice insurance and asset protection and wealth management programs possible.
Charles Smith
Chuck has been a national insurance broker specializing in medical malpractice insurance programs for over 38 years.
xxx Chuck began his career as an accountant with the Pennsylvania firm of John C. Barnes, CPA in 1994. Nancy sharpened her skills as a business taxation and estate planning specialist. Nancy earned a Bachelor's degree from the Brown University. She continued her academic pursuits and earned a Master's degree in Accounting from Anytown University. Nancy became a Certified Public Accountant in 1997.
Nancy is active in a number of professional organizations including the Anytown County Chapter of the Financial Planning Association, a member of the Anytown Society of Certified Public Accountants, a member of the American Institute of Certified Public Accountants, and a member of the Anytown Chamber of Commerce. Nancy treats every client with respect and integrity. Nancy provides independent financial analysis.
Nancy enjoys scuba diving in her spare time. She is a National Scuba Association certified diver.
Steve Diamond
Steve Diamond, CLCUxx, has been a Retail and Wholesale Insurance Broker since 1990. He is the principal broker of Simon Agency which has been in business for over 50 years.
xx He is a Registered Investment Advisor with the Securities and Exchange Commission (SEC). He is dedicated to helping clients make intelligent financial investment decisions. His patience and determination ensure that every client is treated with high regard.
Mr. Diamond earned a Bachelor of Science Degree in Business Management and Communications from Northern Anystate University. Mr. Diamond then went on to become a certified Financial Planner. He is a Member of the United Financial Planning Association, Member of the Southern Anystate Financial Planning Association, and is a Chartered Life Underwriter.
Steve Diamond is committed to help you identify and reach your financial goals. He will personally study the best products the financial services industry has to offer and tailor the perfect plan for you.
Steve and Chuck joined forces with Liberty Group to form Total Protection Shield Agency. Their combined knowledge and experience will achieve remarkable results for all of their clients.
