Meet the rest of the team

Kam Chari, MBA, CGA, CFP, Business and Estate Planner

Kam has prepared comprehensive financial plans with a specialization in retirement, estate, business succession and advanced tax planning strategies for more than 30 years. He provides his expertise exclusively for WSC clients.

Karen Creighton, Inside Sales & Marketing*

Karen is responsible for the implementation of marketing programs and business development initiatives while maintaining excellent customer service standards. Karen holds both a life insurance agent’s license and is registered to sell mutual funds.

Sonia Nelson, Office Manager

Sonia Nelson

Sonia oversees all of our operations. Her 35 years of industry experience enables her to provide excellent service to clients.

David Field, B.A., Associate Advisor

David helps clients achieve their financial and lifestyle goals one-step at a time. He provides insurance and investment solutions to individuals and families to protect their loved ones, personal assets, and their futures.

Cyndi Feener, Licensed Sales Assistant

Cyndi has worked in the financial services industry since 2001 and joined the WSC Insurance team in 2011. She manages our wealth desk at WSC Insurance and provides clients with outstanding service and support. She holds both a life insurance agent’s license and is registered to sell mutual funds.