Our advisors

Kevin Murphy

Kevin Murphy

Private Wealth Advisor

Managing Partner
Learn more about Kevin Murphy Visit Kevin Murphy's website
Timothy Bruce Crain

Timothy Bruce Crain

Financial Advisor

Managing Partner
Learn more about Timothy Bruce Crain Visit Timothy Bruce Crain's website
Christopher Murphy

Christopher Murphy

Financial Advisor

Learn more about Christopher Murphy Visit Christopher Murphy's website
Tanner Murphy

Tanner Murphy

Financial Advisor

Learn more about Tanner Murphy Visit Tanner Murphy's website
Susan Proaps

Susan Proaps

Private Wealth Advisor

Learn more about Susan Proaps Visit Susan Proaps's website
Sharon Martin

Sharon Martin

Associate Financial Advisor

Learn more about Sharon Martin Visit Sharon Martin's website
Elsbeth Welch

Elsbeth Welch

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Elsbeth Welch Visit Elsbeth Welch's website
Jennifer Hutchison

Jennifer Hutchison

Financial Advisor

Learn more about Jennifer Hutchison Visit Jennifer Hutchison's website
Connie Kittrell

Connie Kittrell

Associate Financial Advisor

Learn more about Connie Kittrell Visit Connie Kittrell's website

Our team

Jamey Scott

Jamey Scott

Office Manager

Qualifications

  • LA Life and Health Insurance Licensed
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Kristi Wagner

Kristi Wagner

Paraplanner

Qualifications

  • Series 7 Licensed
  • LA Life and Health Insurance Licensed
  • LA Notary Public
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Virginia Gleaton

Virginia Gleaton

Client Service Coordinator

Amy Crain

Amy Crain

Client Service Specialist

Linda Abee

Linda Abee

Client Service Specialist

Kathy Bryant

Kathy Bryant

Client Service Specialist

Mindy Smith

Mindy Smith

Client Service Coordinator,

Practice Manager
Jessica Marbury

Jessica Marbury

Marketing Consultant,

Administrative Assistant
Shay Malpass

Shay Malpass

Administrative Assistant

Dana Shaffer

Dana Shaffer

Client Service Coordinator

Jeffrey Wiener

Jeffrey Wiener

Client Relationship Manager

Cedell Bledsoe

Cedell Bledsoe

Paraplanner

Qualifications

  • Series 7
  • Series 66
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