Email:

Email:

Lisa Moriconi Principal, Senior Consultant

Raymond Raphael, Jr. Principal, Senior Consultant

Tamara Kent Employee Benefits Consultant

Corry Hull Employee Benefits Consultant

Casey M. Kines Employee Benefits Consultant

Vicki Burgess Sr. Client Relationship Manager

Leslie Kennard Sr. Client Relationship Manager

Rian Baker Client Relationship Manager

Joe Cazzell, CFP® Employee Benefits Consultant

Teressa Rambo, CRPS®, PPC™ Senior Managing Retirement Plans Advisor

Richard Cazzell, CLU, ChFC Senior Employee Benefits Consultant

Penny Acosta Client Relationship Manager

Stephanie Dohse Customer Service Representative

Scherry Glenn Office Administrator/Marketing Coordinator

Catlin Kellerman Office Administrator

Desirae Adams Office Administrator