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 HollowellAccount Manager Deborah RainesAccount Manager Karie Waddell Gallo, CBCCOO Jake BrockhoffData Analyst Matthew BosseData Analyst Scott LanghorneAccount Manager Scott AlversonAccount Manager Alesha MackClient Service Manager Lexi KofronClient Service Specialist Binita DevkotaClient Service Specialist Todd YawitDirector/Employer Sponsored Retirement Plans Jake MeyerAccount Executive Lisa BaldwinAccount Executive Abby GrahamWellness Director Frank Lopez Jr.Group Benefits Consultant Kelley BellGroup Benefits Consultant Rich ArnoldSenior Solutions Licensed Broker Rob GloverSenior Solutions Licensed Broker Olivia BrumleveSenior Solutions Licensed Broker Terry WeekleySenior Solutions Licensed Broker Brianna LouderMarketing Coordinator Russ GoldnerDirector of Supplemental Benefits
