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 Client OnBoarding & Operations Nick Jarman

Nick Jarman

Director of Client OnBoarding & Operations

Photo of Financial Planning Associate Charity Jones

Charity Jones

Financial Planning Associate

Photo of Office Manager Candace Smith

Candace Smith

Office Manager