Frank is our lead Financial Professional. He works one-on-one with you to understand your goals and challenges, and to implement the protection and investment strategies developed to address your specific needs.
Frank can be reached at firstname.lastname@example.org
Aaron is a Prudential Financial Advisor. He specializes in helping individuals, couples and families protect themselves for the unexpected and grow their assets for the long term. He works closely with his clients to recommend the appropriate products based on their risk tolerance and services to help them achieve their unique goals.
Aaron can be reached at email@example.com
Francesca is our Client Service Specialist and Marketing Associate. She is our Property and Casualty specialist and assists clients with their insurance needs. Her duties include scheduling meetings for clients and ensuring investment accounts are reviewed at least annually. Francesca also coordinates seminars and ensures all marketing and marketing material are in compliance with applicable rules and regulations.
Francesca can be reached at firstname.lastname@example.org
Brandon is our Client Service Specialist and Marketing Associate. He is our Life Insurance and Annuity specialist and assists clients with their servicing needs. His duties include scheduling meetings for clients and updating their life insurance policies and annuity contracts. Brandon also assists with seminars and marketing.
Brandon can be reached at email@example.com