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 Associate Financial Representative Mary Beth L Rice

Mary Beth L Rice

Associate Financial Representative

Get to know my dedicated partners

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 Wealth Management Advisor Justin Charise

Justin Charise

CFP®

Wealth Management Advisor

Photo of Wealth Management Advisor Steven A Tennant

Steven A Tennant

CFP®

Wealth Management Advisor

Photo of Associate Wealth Management Advisor Jeremy A. Berry

Jeremy A. Berry

CPA

Associate Wealth Management Advisor

Photo of Partner & Director of Strategy and Development | Wealth Management Advisor Matthew S. Wunder

Matthew S. Wunder

CFP®

Partner & Director of Strategy and Development | Wealth Management Advisor