Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Alex Lerda-Plog

Alex Lerda-Plog

MBA, RICP®

Financial Advisor

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Photo of Director of Operations Hanh T Stone

Hanh T Stone

CLU®, CLF®, SHRM-CP

Director of Operations

Network of Specialists

My network of affiliate advisors enables us to collaborate and leverage each other's talents to deliver comprehensive wealth and financial planning solutions while providing expert guidance for a lifetime of financial security.

Photo of Financial Advisor Pat Hanrahan

Pat Hanrahan

MBA

Financial Advisor

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Photo of Financial Advisor Austin Sasser

Austin Sasser

Financial Advisor

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