Our Team

Name Phone/Ext. Title
David Bertram, RHU® 5352 Senior Client Manager, Employee Benefits
Brad Brantley** 5328 Advisor, Wealth Management
Christi Byron 5327 Principal, Consultant
Will Byron, AIF®** 5326 Principal, Consultant
Lisa Churchill 5351 Client Manager, Employee Benefits
Mary Coblin 5320 Account Manager, Employee Benefits
De Cordell 5329 Senior Vice President, Business Development
Jeff Crenshaw, AIF®** 5347 Senior Consultant
Ben Dobson 5321 Consultant
Michelle Gonzalez-Vigil, CFP®, AIF®** 5338 Client Manager, Communications Specialist
Paul Goodwin** (Altanta Office) (770) 680-6950 Education Specialist, Retirement Plans
Lynn Harrill, QPA, QKA, AIF®** 5341 Client Manager, Retirement Plans
Brandy Hinson, RN 2270 Director, Medical Management and Wellness
Suzanne  Jones 5322 Senior Client Manager, Employee Benefits
Ryan Laderer, AIF®** 2272 Client Manager, Retirement Plans
Denise Leddy, CFP®, AIF®** 5334 Client Manager, Retirement Plans
Beth Long, CPA** 5331 Senior Consultant
Terri Longietti 5324 Senior Client Manager, Employee Benefits
Megan McCullough 5330 Senior Vice President, Employee Benefits
Ann McNinch 5335 Executive Assistant
Alice Nolen 5336 Client Manager/ Analyst, Employee Benefits
Brian Perry 5333 Vice President, Employee Benefits
Kerry Price 5353 Executive Assistant, Wealth Management
Michelle Reibel 5346 Director, Wellness Initiatives
Jackie Searles,SPHR® 5344 Business Manager
Sherri Steelman 5332 Client Manager, Employee Benefits
Jackie Whitmer, AIAA®, ACS® 5323 Client Manager/ Service, Employee Benefits

 

* Registered Representative (Securities)
** Investment Advisor Representative and Registered Representative (Securities and Investment Advisory Services)
Please see Disclosure below for more details.