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.
Jessica Boyle-Roberts
CLF®
Managing Director
In my role as Managing Director, I get to develop my skills as well as help our advisors develop theirs. To be in a field and company that provide opportunity based on work-ethic and capability has been a difference-maker for me. I’m fulfilled by helping people enter a career they can live their best life in. The unique thing is that it’s different for everyone I work with and that is.
