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Our Team



Our team is designed to deliver strategic, comprehensive planning at the highest level. Our dedication to client-oriented service, communication, and follow up is second to none. You deserve the best, and we're equipped to provide that for you.

DeAndre B Coke CLU®, ChFC®, QPFC

CEO and Founder

Lauren Schmidt CLU®

Partner and Financial Advisor

Jaquelyn Kastelic

Director of Operations and Client Service

Sylvia Montgomery

Scheduling Coordinator

Julie Kelso CLU®

Client Service Coordinator