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 Insurance Operations Manager Sandy K Mulvany

Sandy K Mulvany

Insurance Operations Manager

Photo of Financial Planning Analyst Joan C Smith

Joan C Smith

MBA

Financial Planning Analyst

Photo of Associate Wealth Management Advisor Jeffrey Michael Bianco

Jeffrey Michael Bianco

CLTC®

Associate Wealth Management Advisor

Photo of Associate Wealth Management Advisor Brian David Grove

Brian David Grove

Associate Wealth Management Advisor

Photo of Investment Operations Assistant Jennifer Thompson

Jennifer Thompson

Investment Operations Assistant

S W

Sherry Williams

Director of Operations

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.