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 Partner & Private Wealth Advisor Eugene Shkolnikov

Eugene Shkolnikov

CLTC®, BBA

Partner & Private Wealth Advisor

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Photo of Wealth Management Advisor Michael Shafir

Michael Shafir

CFP®, RICP®, CASL®, ChFC®, CLU®

Wealth Management Advisor

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Photo of Iryna Oleksa

Iryna Oleksa

Photo of Manager of Client Experience Anastasiya Shpyliova

Anastasiya Shpyliova

Manager of Client Experience

Photo of Director of Employer and Participant Services Minu Gupta

Minu Gupta

Director of Employer and Participant Services