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

Sr. Vice President

Gary Osing

Vice President

Taylor Perry

Financial Advisor

Kelly Klein, CFP®, ECA

Financial Advisor

Frank Bailey

Financial Advisor

Tearesa Claiborne

Operations Manager

Rhonda Presley

Asset Transfer Manager

Gretchen Troyan

Client Services Representative

Brianna Crawford

Client Relations Representative

Peggy Mitchell

Senior Receptionist

Ann Drennan

Marketing Coordinator

Dollester Johnson


Larry Crawford

Client Services Support

Jon Busse

Servicing Advisor

Brianna Landey

Admin Support

Annabelle Gray

Marketing Assistant

Shay Mosley

New Business Processor