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 Cal Shea

Cal Shea

Financial Advisor

Photo of Associate Financial Advisor Chris Ryan Rasinger

Chris Ryan Rasinger

Associate Financial Advisor

Photo of Associate Financial Advisor Nathan Hollander

Nathan Hollander

Associate Financial Advisor

Photo of Chief Marketing Officer Stephen W. Blumenthal

Stephen W. Blumenthal

CLF®, M.Ed.

Chief Marketing Officer

Photo of Director of Marketing and Communications Alexandria S. Krebs

Alexandria S. Krebs

Director of Marketing and Communications

Photo of Director of Marketing and Client Experience Courtney A. Harper

Courtney A. Harper

Director of Marketing and Client Experience