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, Lead Financial Advisor

Gary Osing

Vice President

Frank Bailey

Financial Advisor

Bobby Anderson

CCO, Director of Marketing

Rachel Smith

COO, Director of Operations

Tearesa Claiborne

Operations Manager

Jeffrey Farrell

Licensed Servicing Advisor

Zane Fowler

Licensed Servicing Advisor

John Lombardo

Licensed Servicing Advisor

Joshua Vaughan

Estate Planning Advisor

Liam Shaw

Estate Planning Advisor

Ruth Condren

Estate Planning Advisor

Michael Simpson

Estate Planning Coordinator

Michael Shellenberger

Estate Planning Coordinator

Danae Munoz-Vargas

Marketing Coordinator

Shay Mosley

New Business Processor

Kelly Booker

New Business Processor

Lisa Stage

Client Services Representative

LaJasia Higgins

Client Services Representative

Brianna Crawford

Client Relations Representative

Dollester Johnson

Receptionist

Peggy Mitchell

Senior Receptionist

Deborah Kennedy

Administrative Assistant

Gretchen Troyan

Administrative Assistant

Widget

Assistant Director of Operations 😊

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