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 Financial Advisor Jay G. Morey

Jay G. Morey

Financial Advisor

Proud graduate of The Ohio State University, I specialize in helping physicians, families, and young professionals by creating holistic and comprehensive financial plans to create desired outcomes. Some areas of expertise include: student loan repayment, tax efficient wealth accumulation, specialty-specific disability planning, retirement planning, and distribution planning.
Photo of Associate Wealth Management Advisor Megan Leigh Yovo

Megan Leigh Yovo

ChFC®

Associate Wealth Management Advisor

Photo of Insurance Specialist Karina J Gonzalez

Karina J Gonzalez

Insurance Specialist