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 Director of Operations and Client Service Jamie R Tarman

Jamie R Tarman

Director of Operations and Client Service

Photo of Director of Financial Planning Sophie R DiPetrillo

Sophie R DiPetrillo

Director of Financial Planning

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Carole Leigh Persinger

Director of Talent Acquisition

Photo of Technology Coordinator Christopher Cornicello

Christopher Cornicello

Technology Coordinator

Photo of Marketing Manager Raven Nicole Bynon

Raven Nicole Bynon

Marketing Manager