We'd like to introduce you to our family... Jamie CharltonCEO Brian Bushman, CRCFinancial Advisor Kevin HagertyFinancial Advisor Garry RutledgeCIO Cyrus DhatigaraFinancial Advisor Donald McClurg, CRPCFinancial Advisor Dave SmetanaCFO Amy WetheringtonAccount Manager Deborah RainesAccount Manager Brianna LouderMarketing Coordinator Leslie VogelAccount Manager Scott AlversonAccount Manager Todd YawitDirector/Employer Sponsored Retirement Plans Eric BokeschRetirement Plan Advisor Abby GrahamWellness Director Kelley BellGroup Benefits Consultant Frank Lopez Jr.Group Benefits Consultant Rich ArnoldSenior Solutions Rob GloverSenior Solutions Karie Waddell Gallo, CBCCOO Tabitha McintoshAccount Executive Jake MeyerAccount Executive Alesha MackClient Service Manager Lexi KofronClient Service Specialist
