Our advisors

William Handly

William Handly

Financial Advisor

Franchise Owner
Learn more about William Handly Visit William Handly's website
Jeremiah Cascairo

Jeremiah Cascairo

Financial Advisor

Financial Planning Specialist
Learn more about Jeremiah Cascairo Visit Jeremiah Cascairo's website

Zachary Hoggard

Financial Advisor

Learn more about Zachary Hoggard Visit Zachary Hoggard's website

Our team

Tamera Pedigo

Client Service Specialist

Qualifications

  • Over ten years in the Financial Service Industry
  • Notary Public
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Cookie Kueter

Client Service Manager

Qualifications

  • Over fourteen years in the Financial Service Industry
  • Notary Public
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Sharon Smith

Administrative Assistant

Qualifications

  • Over one year in the Financial Service Industry
  • Notary Public
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Lisa Moran

Administrative Assistant