CONNECT

Address:

Phone:

Our Associates

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

    President & CEO

  • Paige Baum

    Office Coordinator

  • David Booker, CFP®, CRPC

    Financial Advisor

  • Kelly Bradley

    Practice Administrator

  • Devin Butler, AIF®, CRPC®

    Financial Advisor

  • Brian Carr, CFP® AIF®

    Financial Advisor

  • John Dear, CPA

    Financial Advisor

  • Karen DeVries

    Practice Administrator

  • Brett DiPasquale

    Financial Planner

  • Carol Edwards

    Client Service Representative

  • M. Sean Godwin

    Investment Advisor Representative

  • Shane Gurganus, AIF®, CLTC

    Financial Planner

  • Jeff Harless

    Client Solutions Specialist

  • Linda Housand

    Financial Advisor

  • Ashley Howell, AIF®

    Firm Supervision Specialist

  • F. Lawrence Jones, CFP®, MBA

    Financial Planner

  • Andrew King, LUTCF

    Financial Planner

  • Julie Kowalski

    Finance Manager

  • Trevor Lawson, CFP®, AIF®, RICP®

    Financial Advisor

  • Pam Maldonado

    Executive Assistant

  • Andrea Morrow

    Executive Assistant

  • Corbin Oliver, CFP®, AIF®, RICP®

    Financial Advisor

  • Nick Pangakis, RICP®, LUTCF

    Registered Representative

  • Mitch Patel

    Registered Representative

  • Nicholas Pino, CFP®, AIF®

    Financial Advisor

  • Tiffany Raczkowski

    Marketing Specialist

  • Chessie Ralston

    Vice President of Marketing

  • Phil Romano, CFP®, AIF®

    Financial Advisor

  • Andrew Rose, CFP®, CLU®, RICP®

    Financial Advisor

  • Summer Smith

    Business Development Coordinator

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

    Advanced Planning Advisor

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

    Advanced Planning Advisor

  • Kent Thompson, CFP®, MSFS

    Financial Advisor

  • Dawn Weeks

    Administrative Assistant

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

    Investment Advisor Representative

  • Daryl Smith

    Registered Representative

  • Jacob Charlwood

    Financial Advisor

  • Steve Consiglio, MS, CLTC

    Financial Planner

  • Cathy Danford

    Financial Advisor

  • Pierre Greene, MBA

    Registered Representative

  • Kenny Kapinskis, AIF®

    Financial Planner

  • Stacey Lisi, FPQP™

    Client Care Coordinator

  • Lamar Lockhart, CLU®, ChFC®

    Registered Representative

  • Sharon Loving

    Client Service Coordinator

  • Kyle Murphy

    Financial Advisor

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

    Advanced Planning Advisor

  • Jason Pruden, CFP®, ChFC®

    Advanced Planning Consultant

  • Aaron Reed

    Financial Advisor

  • Jim Ritchie

    Financial Advisor

  • Greylan Snidow

    Executive Assistant

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

    Financial Advisor

  • Shawn Thornton

    Team Leader, New Business

  • Gwendolyn Wood, ChFC®

    Financial Advisor