Get to know my dedicated team

Our team endeavors to manage the process that allows our clients to discover financial peace of mind and to leave everyone better than when we first met them. That's why our team takes customer service very seriously. We are dedicated to providing you with unparalleled customer service and a superior level of professional advice. From your own financial needs to those of your family or business - we’re here for you.

Please don’t hesitate to contact us if you need to schedule an appointment, request a service, or even just ask a question. We promise to provide you a prompt, friendly, and knowledgeable response every time.

Photo of Administrative Assistant Alexa L VanAuken

Alexa L VanAuken

CLU®

Administrative Assistant

Photo of Service Coordinator Megan Lyn Perrault

Megan Lyn Perrault

Service Coordinator