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 Wealth Management Advisor James Daniel Sawtelle

James Daniel Sawtelle

CLU®, ChFC®

Wealth Management Advisor

Photo of Wealth Management Associate Nathaniel Aaron Marcoux

Nathaniel Aaron Marcoux

MBA, CLU®, ChFC®, CASL®, RICP®

Wealth Management Associate

B P

Bryce James Pollock

Associate Financial Representative

L C

Lynne Chapman

Bookkeeper