Our Team

Gina Weller

Director of Administration

Debbie Akers


Jeanette Malley

Office Assistant

Jan Wey

Licensed Insurance Professional

Bridget Palik

Licensed Insurance Professional

Strategic Alliances

Jessica Forkel

Co-Host of “The Financial Playbook”

Nick Stovall

CPA/PFSSM, CGMA, MBA, Owner, President and Chief Tax Strategist of Stovall and Associates, Ltd.

Paul Stano

Elder Law Attorney, The Stano Law Firm