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 Investment and Planning Associate Thomas Moely

Thomas Moely

RICP®

Investment and Planning Associate

Photo of Associate Financial Representative Jody A Schroeder

Jody A Schroeder

Associate Financial Representative

Photo of Financial Planning Analyst Andrew J Rose

Andrew J Rose

BBA, RICP®

Financial Planning Analyst

Photo of Investment Operations Lucas Cleary

Lucas Cleary

Investment Operations