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 Ari Levisman

Ari Levisman

Director of Operations

Photo of Operations Associate Norma Cristina Curran

Norma Cristina Curran

Operations Associate

Photo of Director of Wealth Management Services Thomas Shrader

Thomas Shrader

Director of Wealth Management Services

Photo of Operations Associate Valeska Mena

Valeska Mena

Operations Associate