San Diego, CA.
The BluePrint Insurance Services has announced that Ezra Hartsfield has joined the firm as a Business Development Partner. The BluePrint is a full-service insurance agency committed to being the premier insurance partner for RIAs and comprehensive financial advisors.
“I am excited to join The BluePrint,” Ezra Hartsfield said. “The BluePrint is different than traditional insurance agencies in how they approach helping advisors. Their approach is refreshing, thoughtful and effective. I believe it is the will be the new bar for how insurance professionals support advisors who aim to be more comprehensive and incorporate insurance into their planning conversations.”
Matt Meyer, co-owner of The BluePrint feels fortunate to have Ezra on the team. “Ezra is an experienced wholesaler who brings valuable expertise and perspective,” Matt said. “Ezra has been in the financial services business for 27 years with most of those years focused on supporting advisors as mutual fund and insurance wholesaler. He understands how to speak the language of RIAs and comprehensive advisors and that is why his is such a great fit.”
Ezra will be covering Illinois, Ohio and Kentucky. He can be reached at 630.450.1872 or at Ehartsfield@tblueprint.com.
About The BluePrint Insurance Services
The BluePrint’s mission is to be the premier insurance partner for RIAs and comprehensive financial advisors. The BluePrint provides an operational insurance platform that allows their partners to provide the highest level of insurance access and support. The BluePrint's goal is to increase revenue, build enterprise value and create a more comprehensive client experience. The BluePrint’s consultative approach is delivered by a team of experienced professionals that have had longstanding careers in the financial services industry. Their experience has been in management roles working closely with advisors, business owners, CPAs and attorneys. They have successfully established themselves as a forward-thinking and adaptive group. For more information: visit www.tblueprint.com or call 619.404.3038.
Freedom Partners supports The BluePrint Insurance Services with all operations, marketing, and growth initiatives.