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Understanding Family Money Dynamics
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Sarah Jordan
Director of Client Relations
Get to know other dedicated advisors in our network
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.
Gabrielle J Siegel
Field Director
I specialize in working with driven, successful professionals looking to create or build on their comprehensive plan. My team and I focus on tax efficiency and wealth preservation to help people build a strong financial foundation for their lives. Our team is passionate about making our clients feel comfortable and confident in their planning.
Julie Linehan
CFP®, ChFC®
Financial Advisor
I run a national practice working with young families who are looking for financial education and a long-term financial advising relationship. My team and I focus on tax efficient strategies and wealth accumulation. The majority of my clients are attorneys and sales professionals who are working with a variable compensation structure.
Thomas Allan Farmer
CFP®, MBA
Wealth Management Advisor
My team takes a comprehensive approach to our client's financial plans. Having expertise in retirement planning, tax efficient strategies and insurance planning, we start every relationship by listening to our client's goals, objectives and financial concerns.
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Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
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In dividends expected to be paid in 2025.3
A++
AAA, Aa1, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4