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 & Wealth Management Advisor Christopher Fugman

Christopher Fugman

CFP®, RICP®, CLU®, ChFC®, CASL®

Partner & Wealth Management Advisor

Contact me
Photo of Business & Estate Planning Specialist John D. Folkert

John D. Folkert

CLU®

Business & Estate Planning Specialist

Contact me