Putting
people first.
Get to know our leadership team
Leadership at the Mishawaka office is dedicated to doing good for our clients, employees and community.
I am passionate about partnering with my clients to achieve financial security. I believe growing a personal relationship with every client and their family is imperative to building a successful, long-term, financial plan. I represent my client's time, energy, and desire to create an avenue for them to live their...
I am passionate about partnering with my clients to achieve financial security. I believe growing a personal relationship with every client and their family is imperative to building a successful, long-term, financial plan. I represent my client's time, energy, and desire to create an avenue for them to live their life by their design, not by default.
Amy Dowd
CLU®, CLF®, ChFC®
Director of Operations
Brock Maes
Internship Coordinator
Maggie Laurence
B.S.
Campus Recruiter