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 Chad M Luttrell

Chad M Luttrell

CLU®, ChFC®, RICP®

Financial Advisor

A lot of financial advisors focus on income. I’m more interested in your outcome. As a married father of two young adults and a former business owner, there is a strong chance I can relate to the challenges you face protecting your family, saving for retirement or preparing for your children’s college education. Let’s have a discussion regarding tax-efficient ways to accomplish these goals.
Photo of Client Relations Director Mary A Schneider

Mary A Schneider

Client Relations Director

Photo of Administrative Assistant Kelly D Wright

Kelly D Wright

Administrative Assistant

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Mari Ricco

Associate Financial Representative

Photo of Wealth Management Advisor Jonathan Breit

Jonathan Breit

CFP®

Wealth Management Advisor

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Vicki J Belotti

Associate Financial Representative

Photo of Financial Advisor Suzi Garcia

Suzi Garcia

Financial Advisor

Our team