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 Planning Associate Jack Vance

Jack Vance

Financial Planning Associate

Photo of Director of Investments Christopher Ray

Christopher Ray

CFA®

Director of Investments

Photo of Chief Marketing Officer Angela Canale

Angela Canale

Chief Marketing Officer

Photo of Director of Development Madison Shifley

Madison Shifley

MBA, CFP®, WMCP®, CLF®, RICP®

Director of Development

Photo of Marketing and Communications Madison Capezzuto

Madison Capezzuto

Marketing and Communications

Photo of Associate Director of Supervision Stephanie Simolari

Stephanie Simolari

CFP®, ChFC®, CLU®, RICP®

Associate Director of Supervision