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Lauren Harting

Customer Relations

Lauren Harting is Circle of Advisors’ Director of Customer Relations Lauren Has been in the customer service industry for 12 years, Lauren expresses enthusiasm and interest in providing excellent customer service to our clients....

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Lisa Berdeaux

Director of Account Services

Lisa Berdeaux is Circle of Advisors’ Customer Service Specialist. Lisa has over 15 years in client services and experiences. Her mission is to deliver a holistic customer experience, ensuring that our Circle of Advisors have a...

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James Lemay

Annuity Research and Design Specialist, Financial Independence Group

Maggie Etter

Sales Associate, Financial Independence Group

Monica Breeding

Marketing Consultant, Financial Independence Group

Andrea Koehler

Senior Case Manager, Financial Independence Group

Hamilton Morales

Social Security Strategist, Financial Independence Group

T.J. Whalen

Life Insurance Research and Design Specialist, Financial Independence Group

Shawn Sigler

SVP Annuity/Life Research and Design, Financial Independence Group