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

Nathan Collier

Investment Advisor Representative

Rhonda Presley

Asset Transfer Manager

Gretchen Troyan

Client Services Representative

Tearesa Claiborne

Client Relations Manager

Jenna Everman

Client Services Representative

Brianna Crawford

Client Relations Representative

Peggy Mitchell

Senior Receptionist

Angela Groff

Estate Planning Coordinator

Phyllis Gay

Client Services Representative

Ann Drennan

Marketing Coordinator