Our Team

The way we see it, we're partners — we're in this together.

Our proven process extends to you, your people, and the dynamics of your organization as a whole. Defining objectives, developing a strategy, and executing your initial plan are just the beginning. Once your plan is in place, we're there with you to evaluate progress and redefine your objectives, your strategy, and even your plan itself where necessary.

 John R. (Jack) Yaissle Founder, Chairman Emeritus Read More
Rachel C. Lower, CLU®, ChFC® President and CEO Read More
Mark L. Pulaski, CPA, CGMA®, MSFS, CFP® Chief Strategy and Development Officer Read More
Donna M. Wanamaker, CLU®, ChFC®, CASL® Chief Administrative Officer Read More
Sean P. Lyons, CFP®, AIF® Executive Vice President, Client Development Read More
Paul T. Fabiano, J.D., LL.M. Executive Vice President, In-House Counsel Read More
Geralene W. (Gerry) Bogart Executive Vice President, Underwriting & New Business Read More
Salma Zaoudeh, CLU® Client Account Analyst Read More
Lisa A. Johnson, CLU®, ChFC® Manager of Client Services Read More
William H. (Bill) Hairston, IV, CLU® Client Account Analyst Read More
Anthony R. (Tony) Rihl, Jr., CVA Controller Read More
Stefanie N. (Stef) Olah Associate, Insurance & Design Read More
Nicole Parache Underwriting Administrative Assistant Read More
Curtis J. (Curt) Treptow Client Service Administrator Read More
Joseph A. Palma, CEPA® Advisor Read More
Victoria R. Beltzner Planning Assistant Read More