Our advisors

Our team

Joseph P. Troy III, CRPC<sup>®</sup>

Joseph P. Troy III, CRPC®

Practice Manager,

Financial Planning Analyst

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Stacie Key, CRPC<sup>®</sup>

Stacie Key, CRPC®

Operations Director

Qualifications

  • Series 7
  • Series 66
  • Health, Life and Variable Annunities
  • Chartered Retirement Planning Counselor℠
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Maryellen Peretzky

Maryellen Peretzky

Paraplanner,

Chief Financial Officer

Qualifications

  • Series 65
  • Series 63
  • Series 7
  • Health, Life and Variable Annuities
  • Series 52, Series 53, Series 24, Series 27 and Series 4
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Tresa Louderback, CRPC<sup>®</sup>

Tresa Louderback, CRPC®

Financial Planning Assistant,

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • Life, Health, and Variable Annuities
  • Chartered Retirement Planning Counselor℠
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Chastity Jimino Davis

Chastity Jimino Davis

Office Manager

Sonya Flannery

Sonya Flannery

Executive Assistant

Charity Flynn Jordan

Charity Flynn Jordan

Business Development Manager

Crystal Foster

Crystal Foster

Client Concierge

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Health, Life and Variable Annuities
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Jane Dyar

Jane Dyar

Administrative Assistant

Tony Bergman

Tony Bergman

Client Service Specialist

Caroline Kisker

Caroline Kisker

Marketing Manager

Tosha Thompson

Tosha Thompson

Client Service Associate

Qualifications

  • Series 7
  • Series 63
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