Staff
“Amazing!” It's the word I use to describe my team. They are dedicated and committed professionals whose top priority is your financial security. With the understanding that you have a full and busy life, they serve as an invaluable resource to support you with your insurance and investment needs.
Alana Ballantyne
Alana joined Scott’s team in December 2016. When she’s not working, Alana enjoys spending time with her friends and family, reading a good book, and jogging. She is the proud aunt of one rambunctious niece.
How can Alana help you?
Life/Disability/Long-term Care applications
Policy information including inforce illustrations
Billing/premium payment
Change of address/moving
Insurance online access
Tax information
Scheduling of medical exams
Fee-based planning
Sarah E Pierce
Sarah joined Scott's team in May 2011. Sarah holds her series 7, 66 and Life, Health and Disability licenses; and is a contracted Associate Wealth Management Advisor with Northwestern Mutual. In her time away from work, she enjoys being with her husband, Lee; sons Louis and Lincoln; and her dog Odin. There's not much time for anything else!
How can Sarah help you?
- Investment guidance and retirement planning
- Trading/rebalancing your investment account
- Money movement (withdrawal requests, one-time or recurring account contributions)
- Rolling over your 401k monies/IRA/consolidation of outside accounts
- Statement inquiries/duplicate statement requests
- Saving for your children’s college
- Account tax information
- Investment on-line access
Stacy A McNairy
Stacy began working with Scott in October 2015. She graduated from Indiana University in 1992 with a Bachelor of Arts degree in Telecommunications and Theatre. When she’s not working, Stacy enjoys watching films, going to plays, reading novels, dining out at new restaurants, and spending time with family and friends.
How can Stacy help you?
Schedule appointments
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