Our Team

David McAdams

President 

Richard Burt

Sr. Vice President 

Gary Osing

Vice President 

George Coules

Investment Advisor

Tearesa Claiborne

Client Relations Manager (2011-Present)

Rhonda Presley

Asset Transfer Manager (2015-Present)

Lenita Virdure

Client Services Manager (2012-Present)

Lisa Stage

Client Services Rep. (2014-Present)

Gretchen Troyan

Client Services Rep. (2006-Present) 

Peggy Mitchell

Senior Receptionist (2007-Present)

Candice Batts

Receptionist
(2017 – Present)

Brianna Crawford

Client Relations Rep.

Ann Drennan

Marketing Coordinator (2018-Present)