Richard Geriner Jr, CLU®

Managing Director

Meet The Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.

Stacy L Diehl

Stacy L Diehl

Director of Insurance Operations
Office 912-503-9551
Caroline Dove

Caroline Dove

Director of Operations
Office 912-503-9777
Mobile 864-923-3088
Jayne Mae Whetzel

Jayne Mae Whetzel

Director of Client Services
Office 912-354-5516

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.