Our Support Team
Kristi Argese
Senior New Business Analyst
Charlie Erb
Wealth Strategies Planner
Vicky Good
New Business Analyst
Lauren Hamsley
Business Client Success Manager
Phillip Herring
Controller
Brian Meyers
Operations Manager
Ben Moore
Resource Manager
Emily Moore
New Business Analyst
Jordan Perry
Compliance and Onboarding Coordinator
Carey Rhoades
Receptionist
William Sanders
Jr. Agency Supervisory Officer
David Webb, JD *
Agency Supervisory Officer
Geovonna Young
Receptionist