JK McAndrews
President & CEO, Managing Partner
Kevin McAndrews
Partner
Lalit Jallan
Partner
Jared Lyons
Chief Operating Officer, Chief Financial Officer
Kelly Hejtmancik
Partner
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