Broker Check
 

Team

Making Your Life Happier is Our Purpose

We support each client with a diversified team of skilled professionals. Get to know us here!

Samuel Clifford

Samuel Clifford

Chief Operations Officer

Brian Laubacker

Brian Laubacker, AIF®, CWS®

Director, Protection Planning / Financial Advisor

Matt Haffer

Matt Haffer

Assistant Client Service Associate

Jamey  Moroney

Jamey Moroney

Insurance Specialist

Sarah Gummels

Sarah Gummels

Staff Accountant

Dave  Emnett

Dave Emnett

Strategic Marketing Manager

Samantha Dalton

Samantha Dalton

Client Service Associate/Wealth Management Assistant