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
- April Schoen
- Austin England
- Austin Lentz
- Ben Spears
- Brian Tice
- Brice Lockart
- Cameron Oliver
- Chad Gibbons
- Chris Roussel
- David Reid-Foley
- Dee Dee Martin
- Ed Bradberry, CLTC, RICP
- Fred Spears
- Garrett Enfinger
- Gavin Taylor
- Gerald T. Campbell, Sr.
- Jerrett Kandzer
- John Curry, CLU, ChFC, AEP, MSFS, CLTC
- John W. Lentz, ChFC
- John Shields
- Jon Dropco
- Kacee Floyd
- Maria Jimenez
- Matthew Pararo
- Mike Reed
- Miranda Roussel
- Neel Dekle
- Paul Donaldson
- Robbie Kinney
- Robert Markwalter II ChFC ®
- Robert Stuyverson, CLTC, RICP
- Rogers Joseph
- Sara Fordyce
- Sevin Wilson
- Shane Pipher
- Stephen Ayers
- Stewart Davis
- Tim Hendrix
- Tim Majors
- William C. Green, CFP®