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Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
START PLANNING
START PLANNING
Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
Home
Who we are
Our Team
Leadership Team
Brokerage Services
Who we serve
Personal Solutions
Business Solutions
Special Care
News & Events
Video Library
Careers
Licenses
Connect with us
meet our team
Our Leadership
Kevin McAndrews
President & CEO
JK McAndrews
Chairman
Kelly Hejtmancik, ARPC, CLTC®, LUTCF®
Partner/Financial Advisor
Roger Szczypien
Chief Growth Officer
Dan Diamond CFP®
Director of Investments
Scotti Sulak
Agency Supervisory Officer
Marshall Bennett
Head of Advisor Experience
Cesario “JC” Cavazos Jr., CFP®, ChFC, CLU, CLTC
Director of Advisor Development & Life Product Specialist
Morgan Wilson
Director of Recruiting
We create a secure financial future
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