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 Investment Operations Caroline Paige Navarro

Caroline Paige Navarro

Investment Operations

Photo of Sales Execution Team Leader Trevor Gilson

Trevor Gilson

Sales Execution Team Leader

T K

Trevor Keena

Associate Financial Representative

Photo of Director of Recruitment and Selection Amanda Atwater

Amanda Atwater

Director of Recruitment and Selection

C S

Chelsea Spencer

Director of Recruitment and Selection