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

Frank Bailey

Financial Advisor

Tearesa Claiborne

Operations Manager

Rachel Smith

Director of Operations

Gretchen Troyan

Client Services Representative

Brianna Crawford

Client Relations Representative

Peggy Mitchell

Senior Receptionist

Michael Simpson

Estate Planning Coordinator

Dollester Johnson


Alexcis Givens

Client Services Representative

Shay Mosley

New Business Processor

Jeffrey Farrell

New Business Processor

Zane Fowler

New Licensed Servicing Advisor

McAdams Group

Joshua Vaughan

Estate Planning Advisor