Meet the Team

"Behind every great plan is a team of people who genuinely care." — Paulseen Financial Group
Strategic partnerships

Our extended team

We are proud to partner with several organizations that provide unparalleled support and resources — chosen because they allow us to best meet the needs of our clients.

The Nautilus Group®

An exclusive resource out of Dallas, TX for an elite group of approximately 200 experienced professionals committed to advanced estate, business, and philanthropic planning for high net worth clients. Aeramy Porter is a Member Agent of the Nautilus Group(R) a service of New York Life Insurance Company.

Eagle Strategies LLC

Provides institutional-grade advisory solutions and custody services through an open-architecture platform with access to top-tier wealth management tools.

New York Life

A fortune 100 company and one of the largest and most financially stable life insurance companies in the world, providing the products and backing that underpin our client strategies. Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/2/2025. For methodology, please see https://fortune.com/company/new-york-life-insurance/.

NYLIFE Securities LLC

Member FINRA/SIPC. A licensed insurance agency and wholly-owned subsidiary of New York Life, through which securities products and services are offered.

ASH

Ash Brokerage is a privately owned family-operated insurance brokerage general agency. Ash provides us with a variety of products and support for life insurance, long-term care, disability income, and annuities. Our relationship with Ash supports our mission to provide our clients with objective solutions to suit their individual needs.

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