Get to know our 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

Photo of Associate Financial Representative Tara Merkle

Tara Merkle

Associate Financial Representative

Photo of Director of Client Services Skye Rohlfs

Skye Rohlfs

Director of Client Services