Our Team

Guiding your financial future

Our experienced advisors deliver clear, practical guidance for insurance, retirement, and financial planning. Meet the team dedicated to helping you make informed decisions and achieve your goals.

Connect with Team

Founder

Ryan
Cicchelli

Account Executive

April
Cicchelli

Director of Client Relations & HR

Jacey
Rouse

Director of Operations

Courtney
Arnold

Affiliate Producer

Chris
Stroh

Affiliate Producer

Dan
Tarter

Director of Media

Ashton
Gillett

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