As a Client Service Associate, Casey works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services for in-force policies. Casey is an integral part of our client service team and is dedicated to […]
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As a Client Service Associate, Kendra works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services for in-force policies. Kendra is an integral part of our client service team and will is dedicated […]
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Matt works with financial professionals and their clients to design comprehensive risk management solutions. With experience in estate planning, wealth transfer and business planning, Matt is a trusted consultant and provides expertise for Financial Advisors, CPAs and their clients. Matt’s prior experience includes 20 years as a practicing Financial Advisor, Area Leader and Regional Vice […]
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Patrick Velekei began his financial services career in 1999. Patrick is a graduate of Shippensburg University with a Bachelor’s degree in Business Administration, majoring in Finance and Management Science. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2006, and the Chartered Life Underwriter®(CLU®) designation in 2012. Patrick has been very involved in his local […]
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Jill Tsuji has over 20 years’ experience managing relationships with clients and assisting in the development and implementation of various insurance plans including life, long term care, disability and life settlements. She specializes in project and case management oversight with individuals and their advisors. Active in her community, Jill is a United States Tennis Association […]
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