Our advisors

Kirk Trussell

Kirk Trussell

CFP®, MBA, ChFC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kirk Trussell Visit Kirk Trussell's website
Tim Sandman

Tim Sandman

CRPC®, APMA®

Financial Advisor

Learn more about Tim Sandman Visit Tim Sandman's website
April Blanton

April Blanton

Associate Financial Advisor

Learn more about April Blanton Visit April Blanton's website
Donnie Raymond

Donnie Raymond

Associate Financial Advisor

Learn more about Donnie Raymond Visit Donnie Raymond's website
Dustin LeRay

Dustin LeRay

APMA®

Associate Financial Advisor

Learn more about Dustin LeRay Visit Dustin LeRay's website

Our team

Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
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Rebecca Blouin

Rebecca Blouin

Client Service Associate