
D. LAVELDA DAVIS
Ordained minister and tax expert D. Lavelda Davis, president of Davida Enterprises, meets people’s needs spiritually and practically.
Ordained minister and tax expert D. Lavelda Davis, president of Davida Enterprises, meets people’s needs spiritually and practically.
With 20-plus years of experience, Carla Reyes Marco is a non-deliverable forward broker at Tradition and one of the firm’s few women brokers.
Mary A. Brown ascended the ranks at Speedy Tax Preparation & Bookkeeping Service to become the owner and chief executive officer.
Becky Lynn Huston is a revenue audit manager at Caesars Entertainment, Inc., and magna cum laude accounting graduate of Colorado State University Global.
Prajna Khisty, an expert retirement planning specialist, also focuses on estate, business succession, and comprehensive financial planning.
Leading with a special focus on business insurance, Belen Sanchez-Ceja is the owner and president of Belen Insurance.
Proven, celebrated industry expert Heather Palomo is a senior vice president and mortgage lending manager at Central Bank in Houston, Texas.
Brandy Nicole Ebron, ChFC, is an accomplished, highly respected financial advisor at Broadway Wealth Management in Walnut Creek, California.
Mary E. Gilham is the owner, chief executive offer, business development manager, and insurance agent at Gilham Insurance Services, LLC.
As chief executive officer of Eastern Planning, Inc., Beth L. Blecker oversees the financial planning firm that specializes in financial services.
Sarah Catherine Wagner is an independent contractor and state and local tax director with her self-initialed accounting business, SCW, LLC.
Sharon H. Yip, CPA, has excelled as the co-founder and chief executive officer of the Polygon Advisory Group since 2020.
In 2022, Fannie Loyola became an area manager for the Paramount Residential Mortgage Group, having been with the company since 2019.
Hannah Peaslee has excelled as the founder and chief executive officer of HP & Co. LLC, a national financial management firm, since 2019.
Pamela S. Williams, BS, MSHRM, is the founder, owner, and chief executive officer of Peaceful River Residential Services.
Since 2022, the Rev. Dr. Rolanda Veronica Lee Watson, PhD, has served as the state budget officer with the Bureau of Land Management Alaska.
Kelly A. Maki, MBA, established her own firm, the Maki Insurance Group, in 2013, where she specializes in home, auto, life and business insurance.
In 2019, Autumn M. Clouse, MBA, brought her expertise to the Holly Hall Retirement Community as their director of finance.
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Dr. Suzanne Strohl currently serves as a national trustee of the First Catholic Slovak Ladies Association, also known as FCSLA Life.
Since 2020, Melissa G. Helton has excelled as the president and general manager of FanDuel Sportsbook and Horse Racing.
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM