Our advisors

Our team

Laurie Williams

Laurie Williams

Office Manager

Adrienne R. Logue

Adrienne R. Logue

Paraplanner

Holly Bowers

Holly Bowers

Marketing Manager

Amy Cass

Amy Cass

Receptionist

Roles & Responsibilities

  • Amy is responsible to make sure that our clients feel as special as they are when they call or come to our office.
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Michaela Gersims

Michaela Gersims

Assistant

Ashley Bobek

Ashley Bobek

Administrative Assistant