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 Financial Advisor Daymon Fleming

Daymon Fleming

Financial Advisor

Photo of Insurance Coordinator Laura Berry

Laura Berry

Insurance Coordinator

Photo of Investment Operations Theresa Gallo

Theresa Gallo

Investment Operations