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 Founder & Wealth Management Advisor Brian Joseph McCormick

Brian Joseph McCormick

CFP®

Founder & Wealth Management Advisor

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Photo of Business Operations Manager Ashley D Hanhart

Ashley D Hanhart

Business Operations Manager

Photo of Financial Planning Specialist Anthony Gonnello

Anthony Gonnello

RICP®

Financial Planning Specialist

Network of Specialists

We have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Partner and Wealth Management Advisor Michael P. Ryan

Michael P. Ryan

CFP®, CLU®, ChFC®

Partner and Wealth Management Advisor

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Photo of Wealth Management Advisor Clay Cooper

Clay Cooper

CFP®

Wealth Management Advisor

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Photo of Business & Estate Planning Specialist John D. Folkert

John D. Folkert

CLU®

Business & Estate Planning Specialist

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