Management

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Our Team

Geoff Harris

Geoffrey P. Harris

Owner / Managing Member

  • 30 years as a licensed agent working with business and individuals providing solutions to needs based planning.
     
  • Specializing in employer sponsored benefits including group and retirement plans.

Education, Licenses & Certificates

  • Chartered Life Underwriter Degree (CLU)
    The American College, Bryn Mawr, PA
     
  • Life Underwriter Training Council Fellowship Degree (LUTCF)
     
  • State of Michigan Life and Health License - 1980
     
  • State of Michigan Variable Contracts License – 1985
     
  • Securities Law & Product Exams: Series 22 & 63 - 1986, Series 6 – 1987, Series 65 – 2000.
     
  • Recipient of both the National Quality Award (NQA) and National Sales Achievement Award (NSAA)
     
  • National Association of Insurance and Financial Advisors (NAIFA)
     
  • National Association of Health Underwriters (NAHU)

 

Traci R. George

Assistant to Geoffrey P. Harris

Individual  Specialist

Traci@HarrisAgencyLLC.com

 

 

Jennifer F. Powell, Agent

Assistant to Geoffrey P. Harris

Small Group Specialist

Jen@HarrisAgencyLLC.com

 

Susan K. Sotak

Assistant to Geoffrey P. Harris

Agency Support