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 Jake Trujillo

Jake Trujillo

MBA

Financial Advisor

Photo of Sales Execution Team Leader Richard C Wilcox

Richard C Wilcox

Sales Execution Team Leader

Specializes in educating young professionals on the importance of financial security, while creating a plan tailor made for their personal, professional, and financial goals.