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JK McAndrews

President & CEO, Managing Partner

Kevin McAndrews


Lalit Jallan


Jared Lyons

Chief Operating Officer, Chief Financial Officer

Marshall Bennett

Director of Marketing

Dan Diamond

Director of Investments

Scotti Sulak

Agency Supervisory Officer

Roger Szczypien

Financial Planning Director

Susan Tasson

Chief of Staff, Director of Recruiting

We create a secure financial future.