PETER J. ANDERSON - Key Persons
Art Hung is licensed in CA (Insurance License #0E34204), CO, FL, GA, HI, IN, KY, NJ, OH, WA and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, CO, FL, GA, HI, IN, KY, OH, WA and WI . This site is not a solicitation of interest in any of these products in any other state.
Job Titles:
- New Business & Service Consultant
Erin has been in the industry for 10+ years, she works closely with Peter Anderson and the rest of the Lake Forest Financial Advisors team to help serve the needs of the clients. Erin is customer focused and enjoys paying attention to the details along with her interactions with the clients. She loces to take part in helping people to organize and plan for their retirement.
Erin comes to us with a bachelor's degree in biology, minor in chemistry from Gerogetown College. Her and her husband, Scott have 4 beautiful kids, Madison (24), Gabrielle (22), Isabella (20), and Benjamin (17), along with their 5 pets, Rocky, Apollo, Zoe, Hilda, and Sylvestor. Over the years, she has had the pleasure of coaching her girls and son in grade school volleyball, she loves playing and watching sports, enjoys walking her dogs, and spending time with her family.
Jay Randall is licensed in CA (Insurance License #0h11725), IL, IN, KY, MI, NJ, OH, PA and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In FL, IL, IN, KY, MI, NE, OH, PA, WI and WV. This site is not a solicitation of interest in any of these products in any other state.
Keith Davis is licensed in AZ, CA (Insurance License #0M42615), CO, FL, IL, IN, KY, LA, MA, MI, MN, MO, MS, MT, NC, NJ, NM, NY, OH, PA, TN, TX, UT and VA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, FL, IN, KY, LA, MI, MS, NC, NY and OH. This site is not a solicitation of interest in any of these products in any other state.
Keith has 44+ years of financial industry experience and has been with Principal® for 10 years. Keith is a graduate of Kent University with a History and Political Science degree. He is part of the Member Society of Financial Service Professionals. He is a member and past President of Dayton Chapter National Association of Insurance and Financial Advisors. He is a former board member of NAIFA Dayton, Epilepsy Association of Western Ohio, and American Business Club Education Foundation. Keith resides in Centerville, OH and has many interests such as landscaping, golf, history, philosophy, and Ohio State football - Go Bucks!
Job Titles:
- New Business & Operations Consultant
Job Titles:
- New Business & Marketing Consultant
Taylor has been in the financial industry for 6+ years and recently joined the Lake Forest Financial Advisors team as the new business and marketing consultant. Prior to joining she worked as business development consultant for Principal where she assisted financial professionals with their marketing and community involvement. She is detail-oriented, self-motivated, marketing enthusiast who enjoys supporting financial professionals as they serve their clients and help them to plan for their retirement.
Taylor comes to us with a bachelor's degree in marketing from Wright State University and brings and brings 8+ years of experience in marketing. Her and her husband, Jeremy resides in Middletown with their new baby boy, Ezra. Taylor and Jeremy are both involved in their local church, Stratford Heights Church of God's exaltation choir and enjoys spending time with their family and friends going hiking, to Kings Island, trying new restaurants, or shopping around.