Our Team
Jamie Fahey
Executive Assistant
Jamie and her husband Justin live in Kansas City with their four children and dog Ziggy. She is an avid soccer fan and has been an integral part of our team since 2019.
Samuel Mercoli
Insurance Specialist
Sam lives in Westminster, Maryland, with his growing family. He is very active in his church, and he goes to great lengths to help others in need. Sam enjoys running and coaching track and field. He earned a Master of Arts in...
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Sean L. DeFrehn, AIF® BFA CPFA®
Financial Advisor - Owner
Sean DeFrehn helps business owners and their families with investments, insurance and financial planning. He’s involved in his Church, kids' schools, and local charities. He loves to garden, fish, BBQ and DIY on their 100 yr old home.