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.

Y S

Yislain Lizzeth Serrano

Client Service Manager

Photo of Director of Insurance and Operations Kayla A Brown

Kayla A Brown

Director of Insurance and Operations

Photo of Director of Planning and Investment Operations Jared Smith

Jared Smith

J.D.

Director of Planning and Investment Operations