PROCARIAN WEALTH ADVISORS

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Sean Carroll

Sean Carroll

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Sean Carroll's website
Jake Bryant

Jake Bryant

ChFC®, APMA®, CRPC®, AIF®

Private Wealth Advisor

Visit Jake Bryant's website
Devin Clement

Devin Clement

APMA®

Financial Advisor

Visit Devin Clement's website
Donnie Robinson Jr

Donnie Robinson Jr

CFP®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Donnie Robinson Jr's website
Patti Puckett

Patti Puckett

CFP®, CRPC®

Financial Advisor

Franchise Owner
Visit Patti Puckett's website
Gil Allensworth

Gil Allensworth

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Gil Allensworth's website
Joseph Carroll

Joseph Carroll

APMA®

Financial Advisor

Visit Joseph Carroll's website
Guy Moore

Guy Moore

CRPC®, AAMS®

Financial Advisor

Visit Guy Moore's website
Daniel Spencer

Daniel Spencer

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Daniel Spencer's website
William L Ponder

William L Ponder

Financial Advisor

Visit William L Ponder's website

Thomas Hodell

CFP®

Financial Advisor

Visit Thomas Hodell'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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Robert Hamill

Robert Hamill

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ practitioner

Roles & Responsibilities

  • Investment Solutions
  • Financial Planning Analysis
  • Client Meeting Preparation & Coordination
  • 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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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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Walter “Neil” Straube

Walter “Neil” Straube

Paraplanner

Roles & Responsibilities

  • • Investment Solutions
  • • Financial Planning Analysis
  • • Client Meeting Preparation & Coordination
  • •Assists with Transactions and Money Movement
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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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