Our advisors

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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