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 Facility and Operations Assistant Madalyn Tucker

Madalyn Tucker

Facility and Operations Assistant

Photo of Investment and Planning Specialist Jack Santilli

Jack Santilli

Investment and Planning Specialist

Photo of Investment Operations Associate Thomas Wissler

Thomas Wissler

Investment Operations Associate