Our Team

Gina Weller

Director of Administration

Debbie Akers

Receptionist

Jeanette Malley

Office Assistant

Julia Richardson

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