Our advisors

Our team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Ana Brennan

Ana Brennan

Client Service Specialist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Diana Idleman

Diana Idleman

Administrative Assistant

Kolbi Jordan

Kolbi Jordan

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Patti Mauldin

Patti Mauldin

Client Service Specialist

Christy Pfeiffer

Christy Pfeiffer

Office Manager