PROCARIAN WEALTH ADVISORS

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Jake Bryant

Jake Bryant

ChFC®, APMA®, CRPC®

Private Wealth Advisor

Visit Jake Bryant's website
Sean Carroll

Sean Carroll

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
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Donnie Robinson Jr

Donnie Robinson Jr

CFP®, CRPS®, APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Donnie Robinson Jr's website
Joseph Carroll

Joseph Carroll

Financial Advisor

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Guy Moore

Guy Moore

CRPC®, AAMS®

Financial Advisor

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Enos Slauson

Enos Slauson

CRPC®

Financial Advisor

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Daniel Spencer

Daniel Spencer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
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Thomas Hodell

CFP®

Financial Advisor

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William L Ponder

William L Ponder

Financial Advisor

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Patti Puckett

Patti Puckett

CFP®, CRPC®

Financial Advisor

Franchise Owner
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Gil Allensworth

Gil Allensworth

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Gil Allensworth's website

Team

Gabrielle LaManna

Gabrielle LaManna

Operations Specialist

Roles & Responsibilities

  • Manages Advisors Schedule
  • Assists with System Processes and Oversight
  • Directing, Planning, and Coordinating Marketing Efforts
  • Handling Social Media, Public Relation Efforts, and Content Marketing
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Diane Palmere

Client Service Coordinator

Roles & Responsibilities

  • Directs calls and Email Coorespondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Josh Sweeney

Investment Manager

Roles & Responsibilities

  • Investment solutions
  • Asset allocation specialist
  • Assists with Transactions and Money Movement
  • Investment Research & Analysis
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Kevin Vogel

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Roles & Responsibilities

  • Investment Solutions
  • Financial Planning Analysis
  • Client Meeting Prep and Coordination
  • Client Support
  • Assists Advisors with Product Solutions
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Donna Feraco

Donna Feraco

Client Service Associate

Roles & Responsibilities

  • Directs Calls and Email Correspondence
  • Client Meeting Preparation
  • Maintains Confidential Client Data
  • Relationship Management
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Kathy Hodell

Kathy Hodell

Client Service Coordinator

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists with Transactions and Money Movement
  • Schedules Client Meetings
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Traci Thomas

Traci Thomas

Operations Manager

Roles & Responsibilities

  • Systems & Process Oversight
  • Staff leadership
  • Manage and Resolve Client Service Matters
  • Business Processing
  • Assists with Transactions and Money Movement
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Ryan Tuff

Ryan Tuff

Paraplanner

Roles & Responsibilities

  • Client Meeting Preparation & Coordination
  • Client Meeting Follow Up
  • Assists Advisors with Product Solutions
  • Client Support
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