Get to know my dedicated team

"Our business is very much a team effort, and our clients would not get the top-notch service and care that they receive without us working together. I could not plan effectively for our clients without Jane or Sarah."

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 Investment Operations Associate Sarah Lynn Weitz

Sarah Lynn Weitz

Investment Operations Associate

Photo of Director of Insurance Operations Jane Dick

Jane Dick

Director of Insurance Operations