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 Director of Investments and Operations Nicholas H. Davis

Nicholas H. Davis

Director of Investments and Operations

Photo of Planning Associate Trevor Peters

Trevor Peters

ChFC®, CFP®

Planning Associate

C G

Charles Gross

Photo of Stephanie Skakandi

Stephanie Skakandi

Photo of Gloria R Geslak

Gloria R Geslak