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 Director of Operations and Client Service Taylor Marshall

Taylor Marshall

Director of Operations and Client Service

Photo of Director of Operations and Client Service Angela M Perkins

Angela M Perkins

Director of Operations and Client Service

Photo of Kate Finley-Parker

Kate Finley-Parker

Photo of Wealth Management Advisor Alex Craven

Alex Craven

CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor

Contact me

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.

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.