Our Team

Field Representatives

We have Financial Representatives all over the state of Texas. Our team of financial representatives is full of dynamic individuals who are motivated to help you. Many of our representatives are licensed to help clients in multiple states.

Amarillo  /  Austin  /  Boerne  /  Dallas  /  Edinburg  /  El Paso  /  Euless
Mission  /  Nacogdoches  /  San Antonio  /  Tyler


Management Team

Click here to view a chart of the Management Team and view the team's bios below.

Erik G.V. Liljenwall II
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President/General Agent

Ben Sartin
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Senior VP – Career Development Supervisor,
Person In Charge – San Antonio

Scott Dial
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Senior VP – Disability Income Supervisor

Bob Whitlock
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VP – Agency Development and Case Management

Hagan J. Dial
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Disability Income Specialist, South Texas

Ashvin Chheda
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Investment Specialist/Career Development Supervisor,
Person In Charge – Dallas

Gabriella Andras
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Director of Business Development, Human Resources

Carol S. Chaney
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Agency Compliance Officer, Registered Principal

Erik Liljenwall II
President/General Agent

VIEW BIOGRAPHY PAGE »