- Jeffrey A. Pfleger - Managing Principal
- James M. Pfleger, CLU - Managing Principal
- Spencer David, JD
- Manuel Vidal
- Manuel Alejandro Vidal
- Danielle Vidal
- Erenia San Luis - Individual Life Insurance
- Sylvia Petillon - Executive Benefits
- Maria Salome Aguero
- John Morse
- Vivian Aguero
Sylvia Petillon
SYLVIA joined Pfleger Financial in 2002, bringing sixteen years of insurance and advanced underwriting programming experience. At Pfleger Financial, her responsibilities include case research and design, client servicing, and billing for multi-life cases. Sylvia is also the author of an in-house database system specifically designed to track enrollment, issue and billing for individual as well as multi-life clients.
Before joining Pfleger Financial, she worked for Financial Data Planning Corporation, a software company specializing in insurance programming. During her 16 years at FDP, she held several positions, including illustration systems senior programmer, agency database designer, and liaison to many carrier’s systems departments.
Sylvia received a B.A. in Computer Science and a M.S. in Computer Information Systems from the University of Miami, and has a Life, Health and Variable Annuity license in Florida.
Pfleger News
Variable life and annuity products, as well as other securities products, may be sold in the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New Jersey, Nevada, New York, Ohio, Pennsylvania, Texas, Utah and Virginia. Residents of other states should consult with a local registered representative for securities products.
Proper state registration is mandatory prior to conducting business in any state. Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Pfleger Financial, Inc. is owned and operated independently from M Holdings Securities, Inc. Pfleger Financial, Inc. is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.
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