Our Team

 
  • Danica Ansardi, CLU, ChFC, MBA

    Danica Ansardi, CLU, ChFC, MBA

  • Dan Rodbell, MBA

    Dan Rodbell, MBA

    Director of Investment Strategy

  • Tray Ansardi, MBA

    Tray Ansardi, MBA

    Financial Advisor

  • Molly Relayson

    Molly Relayson

    Office Manager

  • Hope Becnel

    Hope Becnel

    Marketing & Communications Coordinator