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 Manager Miranda Lee Del Valle

Miranda Lee Del Valle

Client Relations Manager

Photo of Investment Operations Manager Luray Spencer Bucholtz

Luray Spencer Bucholtz

Investment Operations Manager

Photo of Marketing Lead Raven Nicole Bynon

Raven Nicole Bynon

Marketing Lead

Photo of Chief Technology Officer Christopher Cornicello

Christopher Cornicello

Chief Technology Officer