Our Firm
Find a Financial Professional
- Amy Gates
- Austin Bransgrove, RICP®, CExP™
- Bob McAuliffe
- Brandt Jordan
- Brendan Fenno
- Caleb Robinson
- Carolyn Sheffey
- Chase Michna
- Cindy Ho
- Clark McCleary, CLU, CHFC, AEP (Distinguished)
- Dale Pieper, MBA
- Daniel McCleary, CLU, CHFC
- David Dominguez
- Dillon Breaux
- Donald (Don) F. Taylor, JD*
- Eric Webb
- Ernest Hammersley, LUTCF
- Gary Speer
- Gina Mendez
- Jason Mickey
- Jay Bartley
- Jeff Bynum
- Jonathan Okies
- Josh Hohenstein, AAMS(R)
- Justin Makris
- Kamran Ellini, CFP®, ChFC
- Kate Bierschwale
- Kaylin Campbell
- Kevin Thompson RICP®CFP®
- Kip Haines
- KJ Coakley
- Larry Mott, CFP®
- Lee Daniels, Lee M. Daniels, MBA, CFP®, CExP™, ChFC, CLU, CASL
- LM Stamper
- Mark Connely, CFP®
- Matt Ross
- Matt Degraff
- Matthew McCleary CLU®, RICP®
- Matthew Nerz
- Meenakshi Singh
- Morgan Goheen
- Nathan Griffin
- Neal Patel MBA/MHA
- Nickelle Leist
- Patrick Dickson, CFP®
- Paul Dickens
- Rhonda Vickery
- Rick Ray, MSFS
- Ricky Jackson
- Ryan Peel
- Scott Doyle
- Sean O’Donnell
- Sergio A. Cruz
- Shawn Arrington
- Steve Nielsen
- Tara Ray
- Tatiana Molina
- Teri Damore
- Tiffini Arrington
- Travis Hostutler
- Will Oliver
Financial Representatives



