Our Team

Your Best Interests Will Always Come First

Our team of qualified financial advisors and wealth managers are experienced in helping clients navigate the complexities of planning and saving for retirement. Our advisors carry a fiduciary responsibility to always act in their clients’ best interests.

Our Team of Trusted Financial Professionals

Richard Burt

SVP, Strategic Wealth Advisor

Gary Osing

Vice President, Strategic Wealth Advisor

Sean Best

Strategic Wealth Advisor

Matt Jory

Strategic Wealth Advisor

Will Lowes

Strategic Wealth Advisor

Frank Bailey

Strategic Wealth Advisor

Jeffrey Farrell

Strategic Wealth Advisor

Zane Fowler

Strategic Wealth Advisor

Michel Bethea

Strategic Wealth Advisor

Alexander Hunt

Strategic Wealth Advisor

Bobby Anderson

Integrator, Chief Creative Officer

Kimberly Collins

Director of Operations

Christopher James

Sales Manager

Caralie Clark

Office Manager

Joshua Vaughan

Estate Planning Advisor

Michael Shellenberger

Estate Planning Coordinator

Michael Simpson

Estate Planning Coordinator

Kyle Wright

CPA, Tax Specialist

Danae Munoz-Vargas

Marketing Coordinator

Kelly Booker

New Business Processor

Kaili Deuel

New Business Processor

LaJasia Higgins

Client Services Representative

Lisa Stage

Client Services Representative

Nazaahah (Nezzie) Azeez

Office Support Associate

Regine Desacula

Project Manager

Brianna Crawford

Client Relations Representative

Gretchen Troyan

Administrative Assistant

Ellen Gaffney

Administrative Assistant

Mary Beth Gill

Administrative Assistant

Sterling Wright

IT Technician

Toni Valle

Appointment Setter

Jon Ray Gregorio

Appointment Setter

Gygy Cruz

Appointment Setter

Shanenne Cords

Appointment Setter

Matt Oliverio

Appointment Setter

Anderson Mayeston

Appointment Setter

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (877) 578-2226