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 Matthew BosseSenior Account Analyst Nick CiganikAccount Analyst Scott LanghorneAccount Executive Jake MeyerAccount Executive Lisa BaldwinAccount Executive Lexi KofronMarketing Coordinator Alesha MackClient Service Manager Nichole MooreClient Service Specialist Tracy GreeneClient Service Specialist Kelley BellGroup Benefits Consultant Scott AlversonGroup Benefits Consultant Scott HetzelGroup Benefits Consultant Frank Lopez Jr.Group Benefits Consultant Todd Yawit, AIF®, CPFA®Director/Employer Sponsored Retirement Plans Olivia BrumleveLicensed Insurance Broker Terry WeekleySenior Solutions Licensed Broker Russ GoldnerDirector of Supplemental Benefits
