Joellene Aylor
Paraplanner
Gregg Biro
Director of Business Development
Natalie Campese
Paraplanner
Bev Coble
Director of Human Capital
Andrew Colombino
IT Project Specialist
Amy Davis
Wealth Advisor
Mike Davis
Founder/CEO/Wealth Advisor
Kelley Espinosa
Receptionist
Frank Garcia
Associate Wealth Advisor
Taylor Hughes
Communications Coordinator
Johnnie James
President
Nicole Jeffries
Client Coordinator
Karla Keeney
Director of Technology
Bethany Kolacsky
Receptionist
Stephen Mackall
Director of Operations/Chief Investment Officer
Mike Masur
Chief Financial Officer/Wealth Advisor
Helen Mize
Specialist Wealth Advisor
Heather Mulcahy
Client Service Specialist
Mary O'Connor
Executive Assistant
Linda Palonen
Wealth Advisor
Ernie Phillips
Wealth Advisor
Nicole Rutledge Regilio
Director of Financial Planning/Wealth Advisor
Kattia Roedel
Client Service Specialist
Brenda Shofner
Operations Manager
Kimberly Sterling
Vice President/Wealth Advisor