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 Wealth Management Advisor Martin Couric III

Martin Couric III

CFP®, CLU®, CLTC®

Wealth Management Advisor

Photo of Associate Financial Representative Susan Finley

Susan Finley

Associate Financial Representative

Photo of Director of Investment Operations and Services Sara Tueting

Sara Tueting

Director of Investment Operations and Services