Our Team

 
  • TERESA MCALLISTER, LUTCF, CHFC  | Vice President, Senior Financial Advisor

    TERESA MCALLISTER, LUTCF, CHFC | Vice President, Senior Financial Advisor

    Retirement Strategist |

  • Jay Meneely, LUTCF | President/ CEO

    Jay Meneely, LUTCF | President/ CEO

    Risk Management

  • Brandi Hill

    Brandi Hill

    Registered Representative

  • Jeri Regan

    CLU ChFC LUTFC

  • Michael Taylor

    Director of Marketing

  • Todd Taylor

    Office Manager, New Busniess

  • Marsha Craig

    Marsha Craig

  • Adrian Diaz

    Adrian Diaz

  • Nick Meneely

    Nick Meneely

  • Cathy Peckham

    Cathy Peckham