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 Planning and Investment Operations Lauren W Feighner

Lauren W Feighner

CFP®

Director of Planning and Investment Operations

Photo of Director of Client Relations Shannon M Earle

Shannon M Earle

Director of Client Relations