Our Team
Meet Our Team
Sean Pfeiffer
Lead Agency Broker
Sean Pfeiffer is the lead agency broker, licensed in approximately 30 states. He also holds a securities license Series 65 and works through Boyce and Associates, a boutique sized money management firm located in north Austin, TX. Sean is a member of EPT Estate Planning Team in Indian Wells, CA. Sean attended Jesuit Dallas and has a degree in Economics from Sewanee: The University of the South. He is a member of the Texas Association of Business Brokers and the Rockwall Chamber of Commerce. Reference Insurance and Reference Financial are located in Rockwall, Texas but service clients coast to coast.
Emily Carter
Financial Planning Advisor
Emily has extensive experience in comprehensive financial planning for individuals and families. She focuses on retirement strategies, debt management, and long-term goal setting, working closely with clients to create practical roadmaps for financial success. Outside of work, Emily enjoys traveling and volunteering in her community.