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 John Coffin

John Coffin

Wealth Management Advisor

Photo of Client Service Manager Libby A Koepper

Libby A Koepper

Client Service Manager

Photo of Scheduler Diane J Brookshire

Diane J Brookshire

Scheduler

Photo of Associate Financial Representative Kevin C. Bomberger

Kevin C. Bomberger

Associate Financial Representative

My firm guides our clients' plan for their financial future in the most efficient way possible. We help by clarifying values, aligning your actions, and removing the anxieties that prevent people from planning for the future they desire. We are committed to make the hard work feel empowering and provide you the confidence and piece of mind to reach your goals.

J D

Jenny Dobbins

Director of Insurance

Photo of Marketing Manager Megan Coffin

Megan Coffin

Marketing Manager

Get to know my network of specialists

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 Employee Benefit Specialist Rick Maldonado

Rick Maldonado

Employee Benefit Specialist

Photo of Partner and Retirement Plan Specialist W. Brian Drake

W. Brian Drake

CRPS®, QPFC

Partner and Retirement Plan Specialist