From left to right: Laurie Jones, Financial Advisors Keeyan Zimmerman and Alissa Conklin, Nicole Hoffman, and Karin Seeley; Not pictured: Samantha Strayer and Nathan Snyder
Alissa L. Conklin
Chartered Financial Consultant®, ChFC®; Chartered Special Needs Consultant®, ChSNC®; Investment Advisor Representative; Registered Representative; and Income Tax Preparer
Full-time financial professional since 1999, she is a Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant® (ChSNC®), Investment Advisor Representative, and Registered Representative.
Keeyan R. Zimmerman
CERTIFIED FINANCIAL PLANNER®, CFP®; Certified Pennie Broker; Investment Advisor Representative; and Registered Representative
With Appelman Financial since October 2020, his job titles include CERTIFIED FINANCIAL PLANNER®, Investment Advisor Representative and Certified Pennie Broker
Nathan D. Snyder
Client Relationship Manager, Medicare Broker, and Pennie Broker
appelmanfinancial@trustmontgroup.com
An independent insurance founder of INJ Solutions in 2024 and with Appelman Financial since February 2025, he is a Client Relationship Manager and a Medicare Broker
Karin Webber Seeley
Administrative Assistant
appelmanfinancial@trustmontgroup.com
With Appelman Financial since January 2006, job titles include Administrative Assistant and Newsletter & Website Coordinator
Laurie Jones
Administrative Assistant
appelmanfinancial@trustmontgroup.com
With Appelman Financial since September 2010, job titles include Administrative Assistant and Client Event Planner
Nicole Hoffman
Administrative Assistant and Income Tax Preparer
appelmanfinancial@trustmontgroup.com
Although initially working with Appelman Financial preparing income taxes in January 2020, Nikki started full-time in June of 2021, job titles include Administrative Assistant and Income Tax Preparer
Samantha Strayer
Receptionist and Administrative Assistant
appelmanfinancial@trustmontgroup.com
With Appelman Financial since July 2024, job titles include Administrative Assistant and Receptionist
