Associates

Phoebe Addice, CPCU®, AAI®, API™, AIS™

Property and Casualty Advisor

Jennifer Ade

Client Concierge

Hunter J. Asip

Investment Analyst

Matt Barber, CFA®, CFP®

Senior Planning Analyst

Kelly J. Becker

Insurance Client Care Associate

Maria G. Bell

Senior Mortgage Consultant

Mimi A. Cooley

Marketing & Events Specialist

Anna Reid Esoda

Investment Analyst

Jennifer Gay

Senior Client Care Associate

Harlan N. Graiser, MBA, CFP®, CLTC

Senior Risk Management Consultant

Evelyn B. Green

Senior Client Care Associate

Wade Hill, CFP®

Investment Analyst

Connie Kelly

Senior Client Care Associate

David J. Langley

David J. Langley

Investment Analyst

Jay Loyd, CPA, CFP®

Senior Planning Associate, Director of SignaturePRO

Moc Ly, MCP, CCNA

Network Engineer

Meghan P. McBride

Planning Associate

Anna H. Ngo, CFP®, CDFA®

Planning Associate

Clara C. Parris, CFP®

Planning Associate

Allison F. Porter, MBA

Planning Associate

Emily Roberts

Client Care Associate

Rachel E. Roffman

Client Care Associate

Kristen L. Rogers

Client Care Associate

Brandon Simmons

Client Care Associate

Jennifer T. Stephenson, CPA

Senior Planning Associate

Kimberly B. Stewart

Senior Client Care Associate

Charity A. Swan

Senior Client Care Associate

Blake Williams, MBA, AFC®, CFP®

Senior Planning Associate