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.
Director of Agent Services
Recruiting Director & Financial Representative
Albany Operations Manager
Director of Finance & Operations
Owner & General Agent