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

Frank Bailey

Strategic Wealth Advisor

Matt Jory

Strategic Wealth Advisor

Will Lowes

Strategic Wealth Advisor

Jeffrey Farrell

Strategic Wealth Advisor

Alexander Hunt

Strategic Wealth Advisor

Zane Fowler

Strategic Wealth Advisor

Sean Best

Strategic Wealth Advisor

Austin Ryan

Strategic Wealth Advisor

Joshua Vaughan

Estate Planning Advisor

Michael Simpson

Estate Planning Coordinator

Michael Shellenberger

Estate Planning Coordinator

Kimberly Collins

Director of Operations

Christopher James

Sales Manager

Caralie Clark

Human Resources Manager

Kelly Booker

Business Service Manager

Danae Munoz-Vargas

Marketing Administrator

Kaili Deuel

New Business Processor

Nazaahah (Nezzie) Azeez

Office Support Associate

Lisa Stage

Client Services Representative

LaJasia Higgins

Client Services Representative

Gretchen Troyan

Administrative Assistant

Mary Beth Gill

Administrative Assistant

Ellen Gaffney

Administrative Assistant

Regine Desacula

Project Manager

Presillyn Mayor

Executive Assistant

Anne Tan

Recruiter

Matt Oliverio

Business Development Representatives

Anderson Mayeston

Business Development Representatives

Shanenne Cords

Business Development Representatives

Toni Valle

Business Development Representatives

Jon Ray Gregorio

Business Development Representatives

Gygy Cruz

Business Development Representatives

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