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 New Business and Communications Tracey Carabin

Tracey Carabin

Director of New Business and Communications

Photo of Director of Financial Planning Leah Menaul

Leah Menaul

CLF®

Director of Financial Planning

Photo of Financial Planning Associate Annie DeLello

Annie DeLello

Financial Planning Associate

Photo of Financial Planning Associate June Fitzpatrick Kiely

June Fitzpatrick Kiely

CLF®

Financial Planning Associate

Photo of Financial Planning Associate Olivia Crowley

Olivia Crowley

Financial Planning Associate