Get to know my dedicated team of advisors

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 Jarret V. Wandrei

Jarret V. Wandrei

CFP®, CLU®

Wealth Management Advisor

Photo of Financial Advisor Michael J Mathews

Michael J Mathews

CFP®, CLU®, ChFC®, CASL®

Financial Advisor

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 Insurance Services Kerri E. Cox

Kerri E. Cox

Director of Insurance Services

A O

Allison M. Ouahi

Director of Client Relations

Photo of Director of Financial Planning Zachary L. Paschal

Zachary L. Paschal

Director of Financial Planning