Our Locations
Find A Team Member
- Alfred P. Robertson, CLU®, ChFC®
- Alan D. Lott, MBA
- Alan Banks, MBA, CExP
- Ande Frazier CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️ CExP
- Andrew J. Meehan, CLU®, CHFC®, AEP
- Anna Acker
- April Harrison
- Arun Misra
- Azia Collins
- Balen Ebert
- William (Bill) Coffey, FLMI
- Billy Haley
- D. Bradley Stonecipher
- Brady Borella
- Brian M. Holmes, RICP®, CExP®
- Brooks M. Gregory, RICP®, ChFC
- Bryan Scott
- Cade Archer
- Chandler Kornegay
- Charlie Buffington, CFP®, ChFC®
- Chris Ellington CLU®, ChFC®, CFP®, RICP®
- Chris Whitman, MBA, ChFC® CExP™ CEPA®
- Christopher Pierce, CFP®, ChFC®, RICP®, CExP™
- Clay McDowell, ChFC
- Daniel Mills
- Dara Davis
- Darrell L. “Corky” Dawes, CLU®, CHFC®, CExP
- David Rogers, RICP
- David Gibson, MBA
- David Walker, CRPC® CEPA®, Insight Alliance
- Derek Granger
- Devon Green
- Dibyendu De, Ph.D.
- Don Myre
- Donald G Thibeault Jr
- Donny Crass
- Drew Sliwinski
- Drew Hawkins
- Dustin A. Dawes, CLU®, ChFC®, CExP
- Dustin DeMersseman
- Earl Schreiber
- Garrett Smith
- Garrett Williamson, CFP®
- S. Gene Lee, ChFC®, RICP®
- Grant E. Segal, CRPS
- Grant Ramares
- Hubert Cooke, III
- Irma Montes
- Jack Banda
- James Gnefkow, JD, LLM, MBA, CExP
- Jason Gaskins, CExP
- Jay Milam
- Jay Patel
- Jennifer Trout
- Jennifer Deal
- Jennifer Howe
- Jillian Holmes
- James M. Caswell, III, CFP®
- John E. Hill, JD*, LLM
- John McCollum, CFP®, CExP™
- John Shevlin
- John A. Spann IV, CExP, CFP®, CLU®
- Jonathan Palk
- Jonathan Worley
- Jonathan Spahn
- Joseph Coleman
- Joseph Ladun
- Josh Cobb, CFP®
- Josh Greer
- Keays Bass
- Keith Dykes
- Keith Kail
- Kevin J. Linsey, CLU®, ChFC®
- Lamar Barden, MSFS, LUTCF
- Lamont Arthur Patrick
- Leslie Janssen, CExP
- Lindsay Taylor
- Mark Burkholder
- Mark Schmidt
- Matt Justice
- Matt Hammel
- Michael LaHurd
- Thomas M. (Mike) Oates
- Molly Bruning
- Nabila Naeem
- Nicholas A. Monterroso
- Nick Johnson
- Patrick Moore
- Paul DeMersseman
- Paul J. Fochler, II
- Paul M. Glowienke, MBA, CFP®, ChFC, CExPTM
- Paul L. Johnson, Jr., CFP®
- Peter Cantwell
- Ramon Brown
- Randy Whitman, CFP®, ChFC®, CLU®, RICP®, CExP, CEPA
- Rob Harbison, CLU®, ChFC®, RICP®
- Robert Pillow
- Robert Mathis, CLU®
- Russell Bolton
- Ryan Vorhies
- Ryan Calhoun
- Ryan Barry
- Sam Robinson, CPA, CFP®
- Sam Mathis
- Sarah Dozier
- Sashana Whyte
- Seth M. von Kuhn, WMCP, RICP®
- Solomon M. Kafoure, CExP
- Stan Helm
- Tanner Dean
- Tim Giarra, ChFC®
- Tom Maier
- William Martin, Jr.
