Meet the Team

  • A smiling woman with blonde hair in an outdoor setting, wearing a white blazer over a black top, holding glasses.

    Marilyn Uniak

    Senior Marketing Assistant

  • A middle-aged woman with short brown hair and a warm smile standing outdoors with her arms crossed, wearing a dark gray blazer and a white top, with a blurred green background.

    Diane Ellsworth

    Senior Marketing Assistant

  • A woman with shoulder-length blonde hair smiling outdoors, wearing a light blue off-the-shoulder dress and a black belt, walking along a sidewalk.

    Emily Wann

    Director of Operations & Administration

  • Expedition Financial Services logo with mountain and hiker icon on a dark blue background.

    Kara Bagunu

    Client Application Specialist

  • A man in a gray suit with a checkered bow tie smiling outdoors, with trees and greenery in the background.

    Ebenezer Williams III

    P&C & Client Specialist

  • A middle-aged man with a beard wearing a navy suit jacket and white shirt, smiling outdoors in front of a modern glass building.

    Jeffry Curry, RICP ®

    Financial Planner

    EFS Retirment Specialist

  • A smiling man with a bald head and beard dressed in a light gray suit and white shirt standing outdoors in front of green trees.

    Connor Middelton

    Finacial Planner

    EFS Financial Planner Specialist

    AR Insurance License #17985790

  • A man with dark hair and a beard wearing a dark suit and white shirt, smiling outdoors with a blurred green background.

    Joshua West

    Finacial Planner

    EFS Protection Planner Specialist

  • Company logo for Expedition Financial Services with a stylized mountain and hikers

    Christopher Whitehead

    Finacial Advisor

    EFS House Advisor

  • Logo for Expedition Financial Services featuring a mountain, a hiker, and an upward arrow within a hexagon, set against a dark blue background with a blue and white wave design at the bottom.

    CJ Reinhard

    Finacial Advisor

    EFS House Advisor

  • A smiling man with dark hair and a beard, wearing a black blazer over a white checked shirt, standing outdoors in front of green blurred foliage.

    Andy Rao, CEPA ®

    Finacial Planner

    EFS Small Business Specialist

  • A smiling man in a blue pinstripe suit and white shirt standing outdoors with green trees and a walking path in the background.

    Joshua Derwin

    Finacial Planner

    EFS Founder & Investment Specialist

    CA Insurance License #0145526