We'd like to introduce you to our family... Jamie CharltonCEO Brian Bushman, CRCFinancial Advisor Kevin Hagerty, AIF®Financial Advisor Garry Rutledge, AIF®CIO Cyrus DhatigaraFinancial Advisor Donald McClurg, CRPCFinancial Advisor Dave SmetanaCFO Amy HollowellAccount Manager Deborah RainesAccount Manager Karie Waddell Gallo, CBCCOO Jake BrockhoffData Analyst Matthew BosseData Analyst Scott LanghorneAccount Manager Scott AlversonGroup Benefits Consultant Alesha MackClient Service Manager Lexi KofronClient Service Specialist Todd YawitDirector/Employer Sponsored Retirement Plans Jake MeyerAccount Executive Lisa BaldwinAccount Executive Frank Lopez Jr.Group Benefits Consultant Kelley BellGroup Benefits Consultant Rich ArnoldSenior Solutions Licensed Broker Olivia BrumleveLicensed Insurance Broker Terry WeekleySenior Solutions Licensed Broker Brianna LouderMarketing Coordinator Russ GoldnerDirector of Supplemental Benefits
