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Meet Our Team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Tom Tulley

Wealth Management Advisor

David Tulley CFP®, MBA, ChFC®, CLU®

Wealth Management Advisor

Douglas Stockton MBA

Co-Founder and Financial Advisor

Lynn A. Hogan

Director of Operations and Client Service

Lynzi Kay Karnowski

Insurance Operations and Workflow Manager

Alec Wetzler

Marketing Intern