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 Client Relations Coordinator and Office Manager Rachel Dawn Katz

Rachel Dawn Katz

Client Relations Coordinator and Office Manager

Photo of Director of Operations Jessica Lyden

Jessica Lyden

Director of Operations

Photo of Financial Planning Associate Drew Murphy

Drew Murphy

Financial Planning Associate