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Office Support

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

Caryn Kohler

Administrative Assistant

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Caryn comes from an extensive background in customer service for over 20 years. She has a deep understanding of the estate planning needs of our clients and is there to help them every day. Caryn has been married to her husband, Eric...

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Lisa Berdeaux

Account Services

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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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