Get to know our 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 Michael Calamaro

Michael Calamaro

CFP®, ChFC®

Wealth Management Advisor

The mission of my team and I is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their dreams, desires and expectations and then focus on solutions that can help make those goals a reality. We help find the right solutions for personal, family and/or business needs.
Photo of Director of Wealth Management Services Thomas Shrader

Thomas Shrader

Director of Wealth Management Services

Photo of Director of Operations and Client Service Betzabeth Guerrero Villasana

Betzabeth Guerrero Villasana

Director of Operations and Client Service