C. Shane Gurganus, AIF®
Financial Planner
Andrew King, LUTCF
Financial Planner
Brett DiPasquale
Financial Planner
Larry Jones, CFP®
Financial Planner
Nathan Weir
Investment Advisor Representative
Anne Kleitches, CLU® ChFC® CFP® CPA
Investment Advisor Representative
Daryl Smith
Registered Representative
Karen DeVries
Practice Administrator
Jill Davenport
Assistant
Ashley Howell, AIF®
Firm Supervision Specialist
Chessie Ralston
Chief Marketing Officer
Sharon Loving
Client Service Representative
Shawn Thornton
Team Leader- New Business
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