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Our Team

It is important to review and evaluate your overall financial plan periodically to be consistent with your goals and objectives. As your Wealth Management Advisor, Dan prefers to meet with you regularly to review your plan and address any appropriate changes.

Our team members are an integral part of our practice and focus on supporting your planning efforts. They are fully qualified professionals with the credentials and experience to help you through the planning process. Please take a few moments to learn about our highly skilled team.

Daniel J. Zoll headshot

Daniel J. ZollCLU®, ChFC®, AEP®, CFP®

Wealth Management Advisor

Elaine Murphy headshot

Elaine Murphy

Director of Planning and Logistics

Alexandra Bankston headshot

Alexandra Bankston

Director of Business Development

Andrea Taylor headshot

Andrea TaylorACS

Associate Financial Advisor