David McAdams

President 

Taylor Perry

Registered Advisor Representative (2019)

Gretchen Troyan

Client Services Rep. (2006-Present) 

Brianna Crawford

Client Relations Rep.

Phyllis Gay

Client Services Rep.

Richard Burt

Sr. Vice President 

Nathan Collier

Investment Advisor Representative

Tearesa Claiborne

Client Relations Manager (2011-Present)

Peggy Mitchell

Senior Receptionist (2007-Present)

Ann Drennan

Marketing Coordinator (2018-Present)

Gary Osing

Vice President (2008 – Present)

Rhonda Presley

Asset Transfer Manager (2015-Present)

Jenna Everman

Client Relations Rep.

Angela Groff

Estate Planning Coordinator