Get to know our 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.

Questions regarding your financial plan? Please contact Arella Lopez. 

Questions regarding your insurance policies? Please contact Emily Archer. 

Questions regarding your investment accounts? Please contact Dominic Dougherty.

E A

Emily Archer

Director of Client Relations

Photo of Director of Development Lyn Cunningham

Lyn Cunningham

Director of Development