Get to know my dedicated team

John W. Yale, CLU has built a strong reputation for integrity and takes customer service very seriously. When you became our client, you placed your trust in us to help make your vision a reality. We honor that trust with the help of our expert team.

Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Photo of Associate Financial Representative Ashley Diaz

Ashley Diaz

Associate Financial Representative

Photo of Associate Financial Representative Lisa C Testa

Lisa C Testa

Associate Financial Representative

Photo of Associate Wealth Management Advisor Kevin Loughlin

Kevin Loughlin

Associate Wealth Management Advisor

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