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 Rachel Nicole Sayyad

Rachel Nicole Sayyad

Financial Advisor

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Photo of Financial Advisor Matt Keller

Matt Keller

Financial Advisor

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Photo of Financial Planning Analyst Lynne Marie Bellinger

Lynne Marie Bellinger

Financial Planning Analyst

Photo of Director of Business Development Karolyn Rachel Brady

Karolyn Rachel Brady

Director of Business Development