Meet Our Team

Photo of Richa Sadana, JD, CLU<sup>®</sup>

Richa Sadana, JD, CLU®

Founder

AR Insurance #16011718 | CA Insurance #0L55882

After working for five years as a lawyer, Richa felt drawn to join her mother's business and continue on her legacy of helping people find financial peace of mind. As the years have gone by, Richa has only become more and more passionate about partnering with clients to help them make wise financial decisions not only for themselves, but for the generations that follow. Because she knows that when her clients are confident about their road ahead, they have the freedom to live their lives to the fullest knowing they'll be taken care of.

Education and Designations:

  • Bachelor of Business Administration in Finance - University of Miami 2008
  • Bachelor of Business Administration in Accounting - University of Miami 2008
  • Juris Doctorate - University of Miami 2011
  • Bar Admission - State of Florida 2011 to present
  • Chartered Life Underwriter - American College 2018
  • Registered Representative of NYLIFE Securities LLC

Industry Recognition:

  • Member of MDRT (2018-2021)
  • Court of the Table (2021)

Achievements:

  • New York Life South Florida General Office Rookie of the Year (2017)
  • New York Life South Florida General Office New Associate of the Year (2019)
  • New York Life South Florida General Office Junior Established Agent of the Year (2020)
  • New York Life President's Council Agent (2018-2021)
  • New York Life Executive Council Agent (2017)
Photo of Chelsea Sasser

Chelsea Sasser

Office Assistant

Chelsea Sasser has over 20 years of office management experience. Her patience while on hold with customer service makes her a superhero in the eyes of her boss. Chelsea currently resides in Horn Lake, MS, with her husband Benjamin, two English bulldogs, one shitzuh and a ragdoll. She enjoys traveling and binge watching tv shows. Chelsea is an officer in The Grand Krewe of Phoenix in Memphis and enjoys volunteer work for children's charities and food banks in the Memphis area.