Joseph Rodgers
Financial Advisor|CFP®
Our 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.

Scarlett Sadler
Director of Client Relations and Marketing
Scarlett graduated from the University of Memphis where she received a B.S. in Marketing. Scarlett utilizes her extensive background in departments including client relations, insurance operations, and financial analysis. Currently, Scarlett holds her Life, Health, and Variable Annuity license help manage a wide range of clients.
Scarlett recently moved to downtown West Palm Beach from Memphis, TN. Outside of the office you can find her hanging out with friends, watching sports, or playing golf and basketball.