About Us

 



Theresa Bennett

CLU, CLTC
CA Insurance License #0567753

Theresa's dedication and service to her clients are unmatched.  She helps them protect their assets and grow their wealth, a critical component to security.  She's creative, thoughtful and finds a way to address the unique needs of her clients and their families.  Her service goes beyond the expected - she's also a trusted resource for help when unexpected things happen in life.  She has been in the insurance and financial services industry for over 28 years, serving employers, employees, individuals and their families.

Theresa has a Masters Degree from San Francisco State University and is a Chartered Life Underwriter (CLU) and a Certified Long Term Care Specialist (CLTC).



 

Nella Archer

ChFC, CLU, CEBS
CA Insurance License # 0705881

Nella's fundamental concern is the financial welfare of her clients.  She never loses sight of the significance of insurance and financial services to the individual lives of her clients and their families.  Nella is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and a Certified Employee Benefit Specialist (CEBS).  She strives to meet the needs of her clients through proper coverage and thoughtful strategizing.  Nella's clients benefit from her deep knowledge and expertise in insurance and financial services.  She has been in the insurance business since 1976 and has been providing comprehensive financial services to clients since 1986.   This includes 10 years as a pension consultant for small closely held businesses.


Securities offered through qualified registered representatives of MML Investors Services, Inc., member SIPC (www.sipc.com).  Supervisory office 2121 N. California Blvd., Suite 395, Walnut Creek, CA 94596, (925) 979-2300.  Not all products and/or services discussed on this site are offered through Massachusetts Mutual Life Insurance Company or MML Investors Services, Inc.