About Us
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Anne Dunnburg, CRPC, CLTC, President
As an insurance broker, Anne can give you the extra confidence that comes
from partnering with someone who understands your needs and goals.
If your interests fall in the area of protection strategies or estate plan funding,
buy-sell agreements, charitable gifts, business protection, major medical or
employee insurance plans, Anne can provide you with a realistic approach to
help you become financially successful.
Anne came to the insurance profession following a lengthy career as
a counseling psychologist. She had come to understand how financial
problems impact people's happiness, thus she prepared to shift her focus
towards the financial services field. Anne received her BS in Education from
State University of New York (SUNY) and her MA in Counseling Psychology
from Goddard-Cambridge in Boston, Massachusetts. Her desire to help people
is heartfelt, and she is continuously furthering her knowledge and skills with
that end in mind.
Contact me: Email
As an insurance broker, Anne can give you the extra confidence that comes
from partnering with someone who understands your needs and goals.
If your interests fall in the area of protection strategies or estate plan funding,
buy-sell agreements, charitable gifts, business protection, major medical or
employee insurance plans, Anne can provide you with a realistic approach to
help you become financially successful.
Anne came to the insurance profession following a lengthy career as
a counseling psychologist. She had come to understand how financial
problems impact people's happiness, thus she prepared to shift her focus
towards the financial services field. Anne received her BS in Education from
State University of New York (SUNY) and her MA in Counseling Psychology
from Goddard-Cambridge in Boston, Massachusetts. Her desire to help people
is heartfelt, and she is continuously furthering her knowledge and skills with
that end in mind.
Contact me: Email
Norman C. Tatum, III, CLTC, Vice President
Norman served as Director of Sales at Regal Financial Services for 10 years.
He has spent 31 years in the insurance industry providing a variety of
services to clients, including federal, corporate, and individuals. His current
fields of practice include Estate funding, Business-Continuation planning,
Long-term care, Disability Income and other related products.
Born and raised in Richmond, Virginia, Norman studied at Ferrum College
and the University of Richmond before the Army called him to active duty as
a combat engineer (276 Company A Engineers - stationed in Richmond, VA).
Among his many organizational memberships, Norman belongs to the
National Association of Insurance and Financial Advisors and is past
President of Yes I Can Investment Club, and Vice-President of Credit
Professionals.
Norman's wife, Jean, is a local attorney and financial planner. Together they
have 4 grown children. In his spare time, Norman enjoys sports, reading, and
weekends at the lake. He has written his novel, Shangri-La Dreams, which
will be published in late 2010.
Norman is life, health and annuity licensed in Virginia and North Carolina.
Contact me: Email
Norman served as Director of Sales at Regal Financial Services for 10 years.
He has spent 31 years in the insurance industry providing a variety of
services to clients, including federal, corporate, and individuals. His current
fields of practice include Estate funding, Business-Continuation planning,
Long-term care, Disability Income and other related products.
Born and raised in Richmond, Virginia, Norman studied at Ferrum College
and the University of Richmond before the Army called him to active duty as
a combat engineer (276 Company A Engineers - stationed in Richmond, VA).
Among his many organizational memberships, Norman belongs to the
National Association of Insurance and Financial Advisors and is past
President of Yes I Can Investment Club, and Vice-President of Credit
Professionals.
Norman's wife, Jean, is a local attorney and financial planner. Together they
have 4 grown children. In his spare time, Norman enjoys sports, reading, and
weekends at the lake. He has written his novel, Shangri-La Dreams, which
will be published in late 2010.
Norman is life, health and annuity licensed in Virginia and North Carolina.
Contact me: Email