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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 and Co-Founder

David Tulley CFP®, MBA, RICP®, ChFC®, CLU®

Wealth Management Advisor and Co-Founder

Douglas Stockton MBA

Financial Advisor and Co-Founder

Lynn A. Hogan

Director of Operations and Client Service

Lynzi Kay Karnowski

Insurance Operations and Workflow Manager

Alec B. Wetzler

Financial Planning Assistant

Lauren Pressy

Operations Associate