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OUR TEAM

GET TO KNOW OUR DEDICATED TEAM

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or investment account, please don't hesitate to contact us.

John A Iezzi CPA

Founder and Wealth Management Advisor

William C. Hodges

Financial Advisor

Teri B Smith

Director of Operations and Client Service

Scott F Luxton

Director of Investments