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 Financial Planning Sophie R DiPetrillo

Sophie R DiPetrillo

Director of Financial Planning

Photo of Client Service Specialist Emma Hensley Jarvis

Emma Hensley Jarvis

Client Service Specialist

Photo of Chief Technology Officer Christopher Cornicello

Christopher Cornicello

Chief Technology Officer

Photo of Marketing Director Raven Nicole Bynon

Raven Nicole Bynon

Marketing Director