Meet The Team

Christopher M. Ingram
Chief Executive Officer

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Mark T. Petersen
Chief Operating Officer

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Scott A. Zimmerman
Insurance Specialist

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Robert Stats

Robert J. Clark
Disability Ins. Specialist

Coming Soon

Jerry R. Citarella
Financial Advisor

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Fred M. Wachtel
Financial Advisor

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Kieran T. Wong
Financial Advisor

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Edward O’Hare
Estate Planning Attorney

Coming Soon

Katie A. Yudin
Executive Assistant

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Tracy L. Montoya
Executive Assistant

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Natasha L. Mitchell
Executive Assistant

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Meet The Team

Christopher M. IngramChief Executive Officer
View Bio
Mark T. PetersenChief Operating Officer
View Bio
Scott A. ZimmermanInsurance Specialist
View Bio
Robert Stats
Robert J. ClarkDisability Ins. Specialist
Coming Soon
Jerry R. CitarellaFinancial Advisor
View Bio
Fred M. WachtelFinancial Advisor
View Bio
Kieran T. WongFinancial Advisor
View Bio
Edward O'HareEstate Planning Attorney
View Bio
Katie A. YudinExecutive Assistant
View Bio
Tracy L. MontoyaExecutive Assistant
View Bio
Natasha L. MitchellExecutive Assistant
View Bio