Our Associates

 
  • Robert Turner, CLU®, ChFC®, AIF®

    Robert Turner, CLU®, ChFC®, AIF®

    President & CEO

  • David Booker, CFP®, CRPC

    David Booker, CFP®, CRPC

    Financial Planner

  • Devin Butler, CFP® , AIF®, CRPC®

    Devin Butler, CFP® , AIF®, CRPC®

    Financial Advisor

  • Brian Carr, CFP® AIF®

    Brian Carr, CFP® AIF®

    Financial Advisor

  • Jill Davenport

    Jill Davenport

    Assistant

  • John Dear, CPA

    John Dear, CPA

    Financial Advisor

  • Karen DeVries

    Karen DeVries

    Practice Administrator

  • Brett DiPasquale

    Brett DiPasquale

    Financial Planner

  • Carol Edwards

    Carol Edwards

    Client Service Representative

  • Nichole Fien, CLU®, ChFC®

    Nichole Fien, CLU®, ChFC®

    Director of Operations

  • M. Sean Godwin

    M. Sean Godwin

    Investment Advisor Representative

  • Shane Gurganus, AIF®

    Shane Gurganus, AIF®

    Financial Planner

  • Jeff Harless

    Jeff Harless

    Plan Analyst

  • Linda Housand

    Linda Housand

    Financial Advisor

  • Ashley Howell, AIF®

    Ashley Howell, AIF®

    Firm Supervision Specialist

  • F. Lawrence Jones, CFP®, MBA

    F. Lawrence Jones, CFP®, MBA

    Financial Planner

  • Andrew King, LUTCF

    Andrew King, LUTCF

    Financial Planner

  • Julie Kowalski

    Julie Kowalski

    Finance and Facilities Manager

  • Trevor Lawson, CFP®, AIF®, RICP®, CDFA®

    Trevor Lawson, CFP®, AIF®, RICP®, CDFA®

    Financial Advisor

  • Pam Maldonado

    Pam Maldonado

    Practice Manager

  • Corbin Oliver, CFP®, AIF®, RICP®

    Corbin Oliver, CFP®, AIF®, RICP®

    Financial Advisor

  • Nick Pangakis, RICP®, LUTCF

    Nick Pangakis, RICP®, LUTCF

    Financial Advisor

  • Nicholas Pino, CFP®, AIF®

    Nicholas Pino, CFP®, AIF®

    Financial Planner

  • Tiffany Raczkowski

    Tiffany Raczkowski

    Marketing Specialist

  • Chessie Ralston

    Chessie Ralston

    Vice President of Marketing

  • John Rigsbee, CPA

    John Rigsbee, CPA

    Registered Representative

  • Phil Romano, CFP®, AIF®

    Phil Romano, CFP®, AIF®

    Financial Planner

  • Andrew Rose, CFP®, CLU®, RICP®

    Andrew Rose, CFP®, CLU®, RICP®

    Financial Advisor

  • Summer Smith

    Summer Smith

    Business Development and Acquisitions

  • William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor

  • Scott Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL, CLTC

    Scott Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL, CLTC

    Advanced Planning Advisor

  • Kate Thompson

    Kate Thompson

    Client Solutions Specialist

  • Kent Thompson, CFP®, MSFS

    Kent Thompson, CFP®, MSFS

    Financial Advisor

  • Dawn Weeks

    Dawn Weeks

    Administrative Assistant

  • Raye Young

    Raye Young

    Finance and Facilities Assistant

  • Anne L. Kleitches, CLU®, ChFC®, CFP®, CPA

    Anne L. Kleitches, CLU®, ChFC®, CFP®, CPA

    Investment Advisor Representative

  • Daryl Smith

    Daryl Smith

    Registered Representative

  • Jacob Charlwood

    Jacob Charlwood

    Financial Advisor

  • Steve Consiglio, MS, CLTC

    Steve Consiglio, MS, CLTC

    Financial Planner

  • Cathy Danford, CFP®, AIF®, RICP®

    Cathy Danford, CFP®, AIF®, RICP®

    Financial Advisor

  • Pierre Greene, MBA

    Pierre Greene, MBA

    Registered Representative

  • Kenneth C. Kapinskis, AIF®

    Kenneth C. Kapinskis, AIF®

    Financial Planner

  • Stacey Lisi, FPQP™

    Stacey Lisi, FPQP™

    Client Care Coordinator

  • Lamar Lockhart, CLU®, ChFC®

    Lamar Lockhart, CLU®, ChFC®

    Registered Representative

  • Sharon Loving

    Sharon Loving

    Client Service Coordinator

  • Kyle Murphy

    Kyle Murphy

    Financial Advisor

  • Kristopher Olexy, CFP®, AIF®, CLU®

    Kristopher Olexy, CFP®, AIF®, CLU®

    Advanced Planning Advisor

  • Jason Pruden, CFP®, ChFC®

    Jason Pruden, CFP®, ChFC®

    Advanced Planning Consultant

  • Jim Ritchie

    Jim Ritchie

    Financial Advisor

  • Greylan Snidow

    Executive Assistant

  • Robert Snidow, CFP®,RICP®, CLU®, ChFC®

    Robert Snidow, CFP®,RICP®, CLU®, ChFC®

    Financial Advisor

  • Shawn Thornton

    Shawn Thornton

    Team Leader, New Business