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 Advisor Elliott Magri

Elliott Magri

CFP®, ChFC®

Financial Advisor

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Photo of Director of Operations and Client Service Erica Brandriff

Erica Brandriff

Director of Operations and Client Service