Our advisors

Laura Osgood

Laura Osgood

Associate Financial Advisor

Learn more about Laura Osgood
Brian Osgood

Brian Osgood

Financial Advisor

Learn more about Brian Osgood

Our team

Carter L. Owens

Carter L. Owens

Paraplanner

Qualifications

  • FINRA Series 7 , FINRA Series 66 and Insurance licensed and registered in TN

Roles & Responsibilities

  • Schedules appointments for advisors
  • Processing of all requests
  • Client Service
  • Maintains electronic records
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