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.

O R

Olivia Russo

Associate Financial Representative

Photo of Investment and Planning Associate Cal Hartt

Cal Hartt

Investment and Planning Associate

Photo of Director of Operations Kathryn R Amenda

Kathryn R Amenda

Director of Operations

Photo of Director of Investments and Planning Rick T Fifrick

Rick T Fifrick

RICP®

Director of Investments and Planning

Photo of Director of Investments and Planning Kevin R Swiontek

Kevin R Swiontek

CLU®, ChFC®, WMCP®, RICP®

Director of Investments and Planning

Photo of Director of Marketing and Client Experience Emily M Schlegel

Emily M Schlegel

Director of Marketing and Client Experience