Team
We believe that when we are team-centric we add a broader perspective to all that we do, which leads to increased benefits for our clients. Our team works together to focus on your unique needs, and designs customized strategies to help meet those needs.
Find a Financial Representative
- Ambia Peoples
- Anita Whatley
- April Schoen
- Austin England
- Austin Lentz
- Barb Abbott
- Ben Spears
- Brice Lockart
- Cameron Oliver
- Chad Gibbons
- Chandler Holloway
- Chris Roussel
- Dan Razzano
- David Reid-Foley
- Dee Dee Martin
- Ed Bradberry, CLTC, RICP
- Emma Galloway
- Fred Spears
- Gavin Taylor
- Gerald T. Campbell, Sr.
- Jerrett Kandzer
- John Curry, CLU, ChFC, AEP, MSFS, CLTC
- John W. Lentz, ChFC
- John Shields
- Kacee Floyd
- Maria Jimenez
- Matthew Pararo
- Michael Desilets
- Mike Reed
- Miranda Roussel
- Mitchel Roussel
- Neel Dekle
- Patti Roussel
- Paul Donaldson
- Robbie Kinney
- Robert Markwalter II ChFC ®
- Robert Stuyverson, CLTC, RICP
- Rogers Joseph
- Sara Fordyce
- Sevin Wilson
- Shane Pipher
- Stephen Ayers
- Stewart Davis
- Taylor Roussel
- Tim Hendrix
- Tim Majors
- William C. Green, CFP®