Our advisors

Kirk Trussell

Kirk Trussell

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about Kirk Trussell Visit Kirk Trussell's website
Tim Sandman

Tim Sandman

Financial Advisor

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

April M Blanton

Associate Financial Advisor

Learn more about April M Blanton Visit April M Blanton's website

Our team

Dustin LeRay

Dustin LeRay

Paraplanner

Qualifications

  • APMA®
  • Series 7
  • Series 66
  • LA Health and Life Insurance
View more
Sarah Lovell

Sarah Lovell

Client Service Specialist

Qualifications

  • LA Life and Health Insurance
View more

Samantha Lemoine

Office Manager