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Our Extended Team

Often times we refer to several resources upon which we rely to help us provide you with precise solutions to your total wealth picture. These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are “the Team Behind our Team” and we are pleased to introduce them to you.

Extended Team

Laura  Ames

Laura Ames, J.D.

Senior Estate Planner

Erica  Kroll

Erica Kroll, CLU®

Insured Solutions Consultant

Jason Cooper

Jason Cooper

Senior Trust Strategist

Rebekah Dodd

Rebekah Dodd

Wealth Planner

Let's Get Started

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