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 Investment Operations Lead Tyler M Josupait

Tyler M Josupait

Investment Operations Lead

Photo of Financial Representative Ashley Sally Hill

Ashley Sally Hill

Financial Representative

Photo of Recruiter Carter Terry

Carter Terry

Recruiter

Photo of Contract, License and Registration Manager Jasmine Rascon

Jasmine Rascon

Contract, License and Registration Manager

Photo of Director of Marketing Kelli Nachtigal

Kelli Nachtigal

Director of Marketing

Photo of Technology Coordinator Matt Moberly

Matt Moberly

Technology Coordinator