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 Client Relations Coordinator and Office Manager Rebecca Jane Lee

Rebecca Jane Lee

Client Relations Coordinator and Office Manager

Photo of Insurance Operations Specialist Joe Johnson

Joe Johnson

Insurance Operations Specialist

Photo of Investment Operations Specialist Blake B Coats

Blake B Coats

Investment Operations Specialist