Broker Check

Firm Specialists

Specialists

Greg Pettys ChFC®, CFP®

Greg Pettys ChFC®, CFP®

Advanced Markets Consultant | Certified Financial Planner® Professional

John Weeks CLTC®

John Weeks CLTC®

Agency Disability Income & Long Term Care Specialist, Financial Advisor

Kyle Ortmann

Kyle Ortmann

Director of the Legacy Outreach Program | Financial Advisor

Marc Chenot

Marc Chenot

Investment Specialist, Financial Advisor

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

Michael Daley CPA*

Michael Daley CPA*

Financial Planning Director, Financial Advisor

Patrick  Donlan

Patrick Donlan

Annuity Specialist, Financial Advisor

R. Jacob Swearingen

R. Jacob Swearingen

Paraplanner | Financial Services Representative