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Martha Avey

Policy Owner Services Specialist

Rachael Banchero

Assistant to Matthew Bond

Jennifer DiRegolo

Administrative Assistant to R. Anthony DiRegolo II, CFP®, CLU®

Sarah Kardavani

New Business Coordinator

Christian Kruse, CFP®

Financial Planning Development Specialist

Jeffrey Lee

Assistant to Robert Avey

Marlene Malchow

Assistant to Mike Tate, CFP ® & Nikolai Papa, Financial Advisor

Kimberly Mendez

New Business Coordinator

Suzanna Morton

Administration Support for Robert Ostenberg, CFS

Liz Ostenberg

Practice Administrator for Robert Ostenberg, CFS

Jayvee Santos

Assistant to Andy Roberson, CFP® and Tom O’Brien, CFP®, ChFC®, CLU®

Kathy Sells

Executive Administrative Assistant

Ellen Sheldon

Assistant to Bob Stafford

Valerie Vines

Operations Assistant

Elliot Woo

Executive Administrative Assistant to Joe Winslow