Firm Leadership
Brian M. Roberts CFS®
CEO, General Agent
Kara Perry
Chief Operations Officer
Andy Busby
Vice President, Registered Principal, Financial Advisor
Brian Schmuke
Managing Director
Amy Szablewski
Assistant Operations | Practice Development Specialist
Chuck H. Dow, CLU®, CLTC®
Managing Director | Financial Advisor
Scott Hocker, CLF®
Sales Manager | Financial Advisor
