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Your Team

A Full Support Team Dedicated to Your Continuous Needs

Over the years we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We take pride in the quality and longevity of our agency staff and financial professionals. Formed to serve the needs of our agents, advisors and clients, the staff work together across multiple offices to set the tone for our agency culture.

Carrie Shepard

Carrie Shepard

Director of New Business & Equities Coordinator

Christopher Davey

Christopher Davey

Managing Director

Cliff Ambrose

Cliff Ambrose

Regional Director

James  Hunt

James Hunt

Director of Sales & Training

Ketler Bosse

Ketler Bosse

Managing Director

Kylie Perry

Kylie Perry

Director of Marketing & Promotions

Laura  Gallagher

Laura Gallagher

Operations & Compliance

Meghan Frank

Meghan Frank

New Business Coordinator

Melissa Cushing

Melissa Cushing

Director of Agent Services

Randall Raner

Randall Raner

Owner & General Agent

Thomas L. Dolin II

Thomas L. Dolin II

Managing Director