Get to know my dedicated team

Our team is committed to providing exceptional service to our clients. Our practice has experienced tremendous growth by working to understand our clients’ situations and building trustworthy relationships that will serve their needs over time. Over the course of last few years, I have been able to positively impact clients’ lives by relying not only on my own knowledge, but also on the expertise of a team of specialists.

Please call us to schedule an introductory consultation.

Photo of Insurance Coordinator Keelin Gerard

Keelin Gerard

Insurance Coordinator

Photo of Investment Operations Associate Jeremy James Abig Jr.

Jeremy James Abig Jr.

Investment Operations Associate

Photo of Investment and Planning Associate Arianna Franchak

Arianna Franchak

CFP®

Investment and Planning Associate

Photo of Financial Planning Associate Gillian Renninger

Gillian Renninger

Financial Planning Associate

Photo of Insurance Operations Specialist Jane Schley

Jane Schley

Insurance Operations Specialist

Photo of Technology Coordinator Jordan Sola

Jordan Sola

Technology Coordinator