PJ Chryssostomides

Director of Development

 Series 7, 66. Life, Health, Accident Insurance for California

Education: BS - University of Pennsylvania, MMH - Cornell University

PJ has joined the family business as the Director of Development. He works on all aspects of business development and growth, as well as being a registered representative and working directly with clients. His expertise includes economic outlook and analysis and he has a deep understanding of investment products and business dynamics.

Rachel Chryssostomides

Registered Representative

Series 7, 66. Life, Health, and Accident Insurance for California

Education: BA - Tufts University Magna Cum Laude, MMH - Cornell University

Rachel joined our staff in 2015 as a registered representative. She assists clients in analyzing investment portfolios and potential products based on suitability and risk analysis. Rachel's background is in Quantitative Economics and she applies rigorous quantitative analysis to existing and potential investments.

Susan Lewis

Bookkeeper and Tax Data Input Operator

Susan joined our staff in January 2007 and works in the Bookkeeping and Tax Departments. Susan brings to our office numerous years bookkeeping and tax data computer input experience. She also has over 16 years as a customer service specialist.

Sandy Kelley

Administrative Assistant

Sandy joined our staff in August 2014 and works as our office receptionist and Pandelis administrative assistant. She brings to our office numerous years of customer service and administrative experience.