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 contaus.

Photo of Sales Execution Team Leader Richard C Wilcox

Richard C Wilcox

Sales Execution Team Leader

Specializes in educating young professionals on the importance of financial security, while creating a plan tailor made for their personal, professional, and financial goals.
Photo of Growth and Development Director Phoebe Hertz

Phoebe Hertz

Growth and Development Director

Photo of Director of Marketing Chelsea McLane

Chelsea McLane

Director of Marketing