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 investment account, please don't hesitate to contact us.

Photo of Financial Planning Analyst Andrew J Rose

Andrew J Rose

BBA, RICP®

Financial Planning Analyst

Photo of Associate Financial Representative Eric Michael Lindholm

Eric Michael Lindholm

Associate Financial Representative

Personal Planning Analyst

K P

Katie Pugh

Client Relations Coordinator and Office Manager

B G

Bonnie Greenleaf

Investment Operations Associate