Broker Check

Firm Leadership

Brian M.  Roberts CFS®

Brian M. Roberts CFS®

General Agent, CEO

Andrew Busby

Andrew Busby

Vice President, Registered Principal, Financial Advisor

Brian Schmuke

Brian Schmuke

Sales Manager, Registered Principal

Kara Perry

Kara Perry

Chief Operations Officer

Dan Snodgrass

Dan Snodgrass

Sales Manager, Financial Advisor

Ryan Drago

Ryan Drago

Sales Manager

Diona Graham

Diona Graham

Recruiting Director

Brittany Froidl

Brittany Froidl

Recruiting Director