My 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 Director of Development Caroline Motley

Caroline Motley

RICP®, CLF®

Director of Development

Photo of Manager of Financial Planning Nadirah Nesfield

Nadirah Nesfield

CLU®, ChFC®, MSFS, CFP®

Manager of Financial Planning