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 Office Manager Kathryn Maker

Kathryn Maker

Office Manager

Photo of Marketing Manager Julie Steichen

Julie Steichen

Marketing Manager

Photo of Investment Operations Manager Brian Kelly Burg

Brian Kelly Burg

CLU®, RICP®

Investment Operations Manager