Get to know our 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 Director of Operations Christine Masotta

Christine Masotta

Director of Operations

Photo of Associate Financial Representative Tara Merkle

Tara Merkle

Associate Financial Representative

Photo of Director of Client Services Skye Rohlfs

Skye Rohlfs

Director of Client Services