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 Planning Assistant Jonah Moore

Jonah Moore

Financial Planning Assistant

Photo of Director of Marketing Mallory Zaccone

Mallory Zaccone

FSCP®

Director of Marketing

Photo of Associate Financial Representative Elliott Bull

Elliott Bull

Associate Financial Representative

Photo of Financial Planning Assistant Andrea Rendino

Andrea Rendino

Financial Planning Assistant