Our Team

.

Photo of Director of Client Experience Jaquelyn Kastelic

Jaquelyn Kastelic

Director of Client Experience

757-271-0053

Photo of Joseph Johnsick

Joseph Johnsick

603-732-6345

Photo of Client Service Coordinator Julie Kelso

Julie Kelso

CLU®

Client Service Coordinator

757-314-4624

Photo of Scheduling Coordinator Sylvia Montgomery

Sylvia Montgomery

Scheduling Coordinator

804-346-5466

Photo of Financial Planning Consultant Zachary Perrett

Zachary Perrett

ChFC®

Financial Planning Consultant

913-362-5000

Photo of Financial Planning Specialist Alec Steven McGehee

Alec Steven McGehee

Financial Planning Specialist

816-531-6500