Rochelle Beck is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has previously worked at HSBC Technology and Services USA Inc. and HSBC Bank, NA. Outside of financial advising, she owns and operates RBeck Design Company LLC, a non-investment-related business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

Kiley Haws is a financial advisor with Primerica Advisors in Washington Crossing, PA, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, Kiley worked at PFS Investments Inc. and has held various roles including positions at Bucks County Community College and the Pennsbury School District. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third parties and supported by custodial and trade execution services.

Eilene Beck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at Primerica and its related entities since 2004 and has also held positions with several Vaco affiliates. Beck is involved in sales of investment-related products and part-time referrals of home security and automation services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Valerie Ozer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Eden Engineering, LLC. She is also involved in selling loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodial services.

David Schimpf is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Primerica since 2005. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies developed by unaffiliated asset managers.