Our Financial Professionals
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 feel free to fill out the form below and we will match you with one of our professionals!
Find a Financial Professional
- Aaron Peck
- Fred T. Badyna, CLU, ChFC
- Grover C. Brillhart, II
- Ashley Burmeister
- Christopher Carrion
- Joel Carson
- Phil Crow
- Cristie Daniels
- Nancy Da-Thu Dinh, MBA
- Brenda Duke
- Wayne Farrar, CPA, CFP®
- Todd Feldman, CAP®
- George F. Ferrin
- Jerod S. Frank
- Patty Hartranft
- Philip H. Knight
- Jay Lester
- Lindsay Landin, MS, CFP®, CDFA™
- Eric Luna
- Brooks Lynn
- Timothy Maurice, JD
- Dave Megaffin, CLU LUTCF
- John L. Norman, CLU, ChFC
- Lauren Perry
- Kelli Simms
- Michael S. Smith
- Ron Szczepankowski
- Natalie Waldrop
- Zhongwen Yang