Our Team

 
  • Danica Ansardi, CLU, ChFC, MBA, AIF®

    Danica Ansardi, CLU, ChFC, MBA, AIF®

    Owner

  • Dan Rodbell, MBA

    Dan Rodbell, MBA

    Director of Investment Strategy

  • Tray Ansardi, MBA, CFP®

    Tray Ansardi, MBA, CFP®

    Financial & Investment Advisor

  • Molly Burns

    Molly Burns

    Office Manager

  • Hope Becnel

    Hope Becnel

    Marketing & Communications Coordinator

  • Anthony Burns

    Anthony Burns

    Investment Account Specialist

  • Courtney Ricksecker

    Courtney Ricksecker

    Administrative Service Rep