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 Financial Advisor Vivianne Kohler

Vivianne Kohler

Financial Advisor

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T B

Tyson Borelli

Associate Financial Representative

Photo of Client Relations Director Megan Carrigan

Megan Carrigan

M.Ed.

Client Relations Director

Photo of Director of Investment Operations and Services Jessica A Kappes

Jessica A Kappes

RICP®, WMCP®

Director of Investment Operations and Services

Photo of Wealth Management Advisor Mitch Hoffman

Mitch Hoffman

RICP®

Wealth Management Advisor