Associates

 
  • Allan Dunlap LUTCF, AIF®

    Allan Dunlap LUTCF, AIF®

    Managing Associate

  • Bill Thompson, AIF®

    Bill Thompson, AIF®

    Financial Advisor

  • Brandon DeStefano

    Brandon DeStefano

    Financial Advisor

  • Ernie Wright, AIF®, C(k)P®, CLU®, MBA

    Ernie Wright, AIF®, C(k)P®, CLU®, MBA

    Consultant

  • Lisa Howard

    Lisa Howard

    Director of Operations

  • Sherry Coleman

    Sherry Coleman

    Sales Assistant

  • Lynn Wright

    Lynn Wright

    Sales Assistant