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My Team

My Team

Chad Armstrong takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let the staff know. They will respond promptly.

Chad Armstrong headshot

Chad ArmstrongCFA®, CFP®, AEP®

Financial Representative

Mariko Cheng headshot

Mariko Cheng

Associate Private Wealth Advisor