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 Kelli Suzanne Danaher

Kelli Suzanne Danaher

Photo of Financial Planning Analyst Tony Okrasinski

Tony Okrasinski

Financial Planning Analyst

Our Network of Specialists

Photo of Financial Advisor Rachel Nicole Sayyad

Rachel Nicole Sayyad

Financial Advisor

I specialize in helping young professionals and young families create holistic financial plans. I strive to develop an understanding of who my clients are, what their vision is, as well other personal, professional, and financial goals and objectives to help them create financial independence, freedom, and security through hard work, accountability, and partnership.
Photo of Financial Advisor Jake Schiavone

Jake Schiavone

Financial Advisor