Familiarize Yourself With Our Committed 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.

Sadie Barksdale - Business Development/Marketing Assistant

Rachel Harcourt - Investment Operations Associate

Photo of Investment Operations Associate Rachel Harcourt

Rachel Harcourt

MBA, RICP®

Investment Operations Associate