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 Associate Financial Representative Brenda Raffles

Brenda Raffles

Associate Financial Representative

Photo of Director of Marketing Anabel G Alpert

Anabel G Alpert

Director of Marketing

Photo of Director of Financial Planning William T Fadelici

William T Fadelici

CFP®, MBA

Director of Financial Planning