Our Team

  • Joe Yocavitch, LUTCF®, CLTC®


  • Lynn Yocavitch

    Vice President of Operations

  • Michael Yocavitch

    Financial Professional

  • Urszula Kozicki

    Independent Insurance Producer Medicare Specialist

  • Brian Aukes


  • Belma Mujdzic

    Chief Operations Officer / Chief Compliance OfficerBrokers International Financial Services, LLC. (Broker/Dealer)

  • Andy Osby

    Vice President - Investment and Advisory Services / Chief Investment Officer

  • Andrea Kemble

    Chief Financial Officer

  • John Krunkel

    Director - Risk Management

  • David Henry

    Trade Review Supervisor

  • Tommy Breitbach

    Senior Financial Analyst

  • Kristi Irving

    Compliance Analyst

  • Tamara Watts

    Commission and Fee Coordinator

  • Angel Quang

    Operations Coordinator

  • Nicole Ascheman

    Operations Coordinator