Our Team

J. Daniel Vogelzang, LUTCF

President and Owner

Anne Trinh, CFP®, CPWA®, CEBS

Executive Vice President and Owner

Dennis Branconier, CLU, ChFC®

Senior Vice President, Personal Planning

Schuyler Mann, AIF®

Senior Advisor, Corporate Planning

Jim Thornburg

Vice President, Life Insurance Analyst

Jan Coombs

Vice President, Life Insurance Underwriting

Beau D’Silva

Client Manager, Corporate Planning

Alyce Metzroth

Client Manager, Corporate Planning

Justine Jovel

Client Manager, Personal Planning

Nathan Pagunuran

Client Administrator, Corporate Planning

Katherine Kincaid

Client Administrator, Personal Planning