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Broker Check


Our Team

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A dedicated team of professionals involved beyond the expected

At Intrua Financial, we treat you like family while providing you with advice that assists you in working towards financial confidence. The Intrua Financial team is comprised of specialists in business, estate and tax planning resourcing you with savvy and effective solutions to build your life. As an LPL Financial Firm, you’re connected and backed by a trustworthy network and tools.

Leadership Team

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Our leadership team helps to ensure our advisors are equipped with cutting-edge technology, tools
and information so they can focus on what they do best: advising our clients

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Andrew Keller

Andrew Keller

Chief Executive Officer

Jason Gallagher

Jason Gallagher

Senior VP, Growth Optimization

Richard Dragotta

Richard Dragotta

Registered Principal

Financial Planning Team

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Our financial planning team of CFP® professionals have met extensive training and experience requirements.
Taking a holistic, personalized approach to bring all the pieces of your financial picture together.
Putting your best interests first, so they can provide you confidence today and a secure tomorrow.

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Courtney Garner

Courtney Garner, CFP®

Director of Financial Planning

Ana Maria Salas

Ana Maria Salas, CFP®

Relationship Manager

Service Team

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Finding the right advisor is important. But we want to be perfectly clear,
when you align with Intrua, you gain the strength of our entire organization

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Jessi Ayrer

Jessi Ayrer

Director of Operations

Michaela Holbrook

Michaela Holbrook

Executive Assistant

Samuel Lawhon

Samuel Lawhon

Director of Investments

Bullett Manale

Bullett Manale

Service Associate

Elizabeth Masters

Elizabeth Masters

Client Service Associate

Joy Mccormack

Joy Mccormack

Director of Client Success

Steph Melendez

Steph Melendez

Service Associate

Lisa Vollers

Lisa Vollers

Finance Manager

Laina Voong

Laina Voong

Client Service Associate

Brenda Willis

Brenda Willis

Client Service Associate

Andre Fiorito

Andre Fiorito

Investment Solutions- Research Assistant

Collin O'Bryant

Collin O'Bryant, CSCP®

Chief Compliance Officer

Jenny Leishman

Jenny Leishman

Administrative Assistant

JL Bell

JL Bell

Service Associate

Karolina Pazdrak

Karolina Pazdrak

Service Associate

Kendrick Houston

Kendrick Houston

Client Service Associate

Marnie Leishman

Marnie Leishman

Marketing Specialist

Monica Trevino

Monica Trevino

Transition Specialist

Rose Lambert

Rose Lambert

Operations Specialist