Our Team
Our Team
Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs. If you don't already have a financial professional that you're working with, please click the button below, complete the form and we will match you with one of our professionals!
Search for a Financial Professional by name.
- Aaron Peck
- Amy Provezis
- Fred T. Badyna, CLU, ChFC
- ChFC®, CLU®, CLTC, LUTCF
- Bret Ables
- Grover C. Brillhart, II
- Christopher Carrion
- Joel Carson
- Wayne Farrar, CPA, CFP®
- Todd Feldman, CAP®
- George F. Ferrin
- Jerod S. Frank
- Patty Hartranft
- Douglas Hudson
- Kim Montgomery
- Philip H. Knight
- Jay Lester
- Lindsay Landin, MS, CFP®, CDFA™
- Luke Shatwell
- Timothy Maurice, JD
- Dave Megaffin, CLU LUTCF
- Nick Harrison
- John L. Norman, CLU, ChFC
- Michael S. Smith
- Vicky Huckaby
- Natalie Waldrop
- Zhongwen Yang