Our advisors

Our team

Diane S. Hughes

Diane S. Hughes

Business Development Manager

Jill S. Roberts

Jill S. Roberts

Marketing Manager,

Office Manager
Mikaela Spicer

Mikaela Spicer

Paraplanner

Elizabeth Yardley

Elizabeth Yardley

Client Service Manager

Dori L. Wells

Dori L. Wells

Operations Specialist

Stacy Crawford

Stacy Crawford

Client Service Specialist

Morgan McKittrick

Morgan McKittrick

Marketing Specialist

Erica Benavides

Administrative Assistant

Logan Ball

Assistant