Get to know my team

My team is 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 Investment Lead Pedro Afonso

Pedro Afonso

AWMA®, RICP®

Investment Lead

Photo of Morgan Harper

Morgan Harper

My team and I work closely to provide a positive overall experience for our clients by walking them through the financial planning process. We desire to implement a comprehensive strategy to bring you long-term financial comfort and protection. I enjoy working with people open to creating their best financial future, including young professionals, families, and business owners.
Photo of Matthew P DeMartin

Matthew P DeMartin