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 Insurance Operations and Services Kelly Green Slight

Kelly Green Slight

Director of Insurance Operations and Services

Photo of Investment Operations Associate Nicole Lee James

Nicole Lee James

Investment Operations Associate

Photo of Financial Planning Analyst Jed Porter

Jed Porter

CLU®, ChFC®

Financial Planning Analyst