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 Vivianne Kohler

Vivianne Kohler

Financial Advisor

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Photo of Associate Financial Representative Tyson Borelli

Tyson Borelli

Associate Financial Representative

Photo of Client Relations Director Megan Carrigan

Megan Carrigan

M.Ed.

Client Relations Director

Photo of Director of Investment Operations and Services Jessica A Kappes

Jessica A Kappes

RICP®, WMCP®

Director of Investment Operations and Services

Photo of Wealth Management Advisor Mitch Hoffman

Mitch Hoffman

CFP®, RICP®

Wealth Management Advisor