Our Team

 
  • David M. Jungquist

    David M. Jungquist

    ChFC®, CLU®, CMFC®, President & Founder

  • Terri M. Bloom

    Terri M. Bloom

    Executive Director - Client Services

  • Molly M. Stoffel

    Molly M. Stoffel

    Client Relationship Manager - Registered Assistant