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 Disability Income Specialist Seth J Kalkstein

Seth J Kalkstein

Disability Income Specialist

Photo of Financial Advisor Shawn P Cullen

Shawn P Cullen

CLTC®

Financial Advisor

"I help people prepare for a sound financial future while protecting their loved ones in the present. I also look to attract and recruit potential leaders with the same goals as I personally have for myself, my family, and my clients."

Photo of Chief Recruitment Officer James O Finlay

James O Finlay

Chief Recruitment Officer

Photo of Financial Planning Assistant Jeremy Logan

Jeremy Logan

Financial Planning Assistant

Photo of Administrative Assistant Mary Cole

Mary Cole

Administrative Assistant