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 Financial Representative Don Holt

Don Holt

Financial Representative

Photo of Investment Lead Pedro Afonso

Pedro Afonso

AWMA®, RICP®

Investment Lead

Photo of Investment Analyst Morgan Harper

Morgan Harper

Investment Analyst

My team and I work closely to provide a positive overall experience for our clients by walking them through the financial planning process. We desire to implement a comprehensive strategy to bring you long-term financial comfort and protection. I enjoy working with people open to creating their best financial future, including young professionals, families, and business owners.

Photo of Insurance Lead Paola A Escorcia S

Paola A Escorcia S

Insurance Lead

Photo of Insurance Coordinator Kara Elizabeth Scott

Kara Elizabeth Scott

Insurance Coordinator