Get to know my dedicated team

A business meeting around a table.

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

My Team

Photo of Director of Insurance Operations and Services Samantha Bauer

Samantha Bauer

Director of Insurance Operations and Services

Photo of Director of Investment Operations and Services Abbi Liske

Abbi Liske

MBA

Director of Investment Operations and Services