TEAM

Founder, Cheif Executive Officer, & Principal Advisor

Founder, Cheif Executive Officer, & Principal Advisor

Founder, Cheif Executive Officer, & Principal Advisor

Todd N. Lebor, CFP®, CPA

Founder, Cheif Executive Officer, & Principal Advisor

Officer Manager

Officer Manager

Officer Manager

Felicia Ramirez

Office Manager

Chief Operating Office & Principal Advisor

Chief Operating Office & Principal Advisor

Chief Operating Office & Principal Advisor

Dan T. McCaslin, CFP®

Chief Operating Officer & Principal Advisor

Director of Sales

Director of Sales

Director of Sales

Kevin P. Haggerty

Director of Sales

CONTACT US


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