Meet Our Team
Frederick Adler, President
(V.P. of Operations)
Mari runs the daily operations of our office, including seminar scheduling, client events, IT, and annuity and life applications.
(V.P of Marketing)
Sarah coordinates our seminar set up and seminar attendance. She also directs all appointment scheduling for new and existing clients.
(V.P. of account management)
Diana assists in the set up of new accounts and money transfers for annuity and life insurance applications.
(V.P. of Customer Relations)
Chelsea is our receptionist, and coordinates annual reviews, withdrawals, and other customer service needs.