Our team relies on each other’s personal strengths to help people pursue the quality of life they envision. Dedicated to remaining masters of our craft, we never stop learning. To offer the best service possible for our clients, we constantly pursue continuing education opportunities and invest in technology solutions that maximize overall efficiency.
A united team with a combined skillset well-suited to address any complex situation or challenge
Heather Kelly
Chief Executive Officer
Rick Muzik
Head of Mass Affluent and Annuity Solutions
John McWilliams
President of Advisor Insurance Solutions
Gianna Barbaretta
Director of Insurance Operations