Our Leadership Team

Leadership Team

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 Christine Masotta

Christine Masotta

CLF®

Financial Advisor

Strategic Work Partners

Andrew Heredia + Team at Annual 2024
Advisors at Annual Meeting 2024