Get to know my dedicated team

I am proud to work alongside a dedicated and talented team that shares my commitment to delivering exceptional service and results.  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 Director of Operations and Client Service Jamie R Tarman

Jamie R Tarman

Director of Operations and Client Service

Photo of Director of Financial Planning Sophie R DiPetrillo

Sophie R DiPetrillo

Director of Financial Planning

Photo of Director of Talent Acquisition Carole Leigh Persinger

Carole Leigh Persinger

Director of Talent Acquisition

Photo of Technology Coordinator Christopher Cornicello

Christopher Cornicello

Technology Coordinator

Photo of Marketing Manager Raven Nicole Bynon

Raven Nicole Bynon

Marketing Manager