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 Director of Supervision Kelly L Stubbs

Kelly L Stubbs

Director of Supervision

Photo of Director of Operations and Client Service Danielle Aragon

Danielle Aragon

Director of Operations and Client Service

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Victoria Britney Villarreal

Investment Operations Coordinator

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Abigail Hernandez

Onboarding Assistant