Meet Our Team

Harris G. Mandler, CFP^®, CLU^®

CA Insurance Lic.#OH96088

Regional Vice President

Adam Toft, JD, MBA

CA Insurance Lic.# 4545557

Financial Advisor

Adriana Vila Soto, MBA

Financial Advisor

Felix E. Martinez

CA Insurance Lic.# OK83697

Assistant Branch Manager, and Marketing Director

Watt Korattana

Financial Professional