Get to know my dedicated team

We 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.

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Jordan Perez

Business Development Manager

Photo of Associate Wealth Management Advisor Mariela D Cecelski

Mariela D Cecelski

Associate Wealth Management Advisor

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Jeanne Marshall

Client Service Coordinator