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 Planning Assistant Patrick Ottley

Patrick Ottley

Financial Planning Assistant

Photo of Associate Financial Representative Brenda Raffles

Brenda Raffles

Associate Financial Representative

Photo of Investment Operations Sevan Vazgen Simon

Sevan Vazgen Simon

Investment Operations