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 Director of Planning Aaron T Gong

Aaron T Gong

CFP®

Director of Planning

J Y

Jordan Young

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Rebecca Quick

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Sabrina Zahid

Get to know my network of specialists

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 Wealth Management Advisor Cole Barrett

Cole Barrett

Wealth Management Advisor

Photo of Growth and Development Director Elliott M Waterman

Elliott M Waterman

Growth and Development Director