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 William W Lust

William W Lust

CFP®

Financial Advisor

Photo of Anik D Valiengo

Anik D Valiengo

Photo of Director of Investment Operations Thomas Shrader

Thomas Shrader

Director of Investment Operations