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 Marketing and Business Operations Kelsey Hauflaire

Kelsey Hauflaire

Director of Marketing and Business Operations

D M

Daniel Morales

Investment Operations Associate

Photo of Insurance Services Anna Gallucci

Anna Gallucci

Insurance Services

Photo of Founder & Wealth Management Advisor Alap Balkrishna Patel

Alap Balkrishna Patel

CFA®, CFP®

Founder & Wealth Management Advisor

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Photo of Founder & Wealth Management Advisor John Francis Baker

John Francis Baker

CFP®, CLU®

Founder & Wealth Management Advisor

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Photo of Private Wealth Advisor Christina I Collins

Christina I Collins

CFP®, CPWA®, CLU®, ChFC®, RICP®

Private Wealth Advisor

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