Our Team of Consultants

Erik Dodds

Las Vegas, NV

Mr. Dodds is the Managing Consultant of Anderson Financial Services. He oversees the consultation of the firm and has over ten years of investment-related experience.

Greg Boots, Esg

Tacoma, WA

Mr. Boots is the founding managing partner, who now acts as Head of Premier Client Services for the firm. He is considered to be one of the foremost experts on indexed universal life insurance and its uses for small business owners. He is the author of “The Private Vault”.

Dwain Blake

Orlando, FL

Mr. Blake is a reformed engineer with over 20 years experience in the financial services industry and specializes in partnerships for small business owners.

Stephen Eppich, CFP

Cleveland, OH

Mr. Eppich has over 20 years in the financial services industry has specializes in life insurance and family trust.

Matt Eppich

Cleveland, OH

Mr. Eppich a recent graduate from college who works mainly with life insurance reviews and servicing.

Charles Henry

Tacoma, WA

Mr. Henry is technical consultant on sophisticated retirement plans and indexed universal life insurance policies.

Michael Gorman, CFP, NSSA.

Houston, TX

Mr. Gorman has over 20 years experience and specializes in preparing small business owners for retiring in the lifestyle to which they have grown accustom.

Daniel Maurino

Tacoma, WA

After graduating he started his career in financial services with the MassMutual financial group while obtaining his Florida life insurance license.

Our Staff

Amy Kasprzyk

Tacoma, WA
Senior Client Account Manager

Antoinette Key

Las Vegas, NV
Senior Client Account Manager

Sarah Wen

Bainbridge Island, WA
Account Manager