Firm Leadership
Brian M. Roberts CFS®
General Agent, CEO
Mike Fleming CLU®, ChFC®, CFP®, RICP®
President, Sales Manager, Financial Planner
Andrew Busby
Vice President, Sales Manager, Registered Principal, Financial Advisor
Kara Perry
Chief Operations Officer
Brian Schmuke
Director of Development, Sales Manager, Registered Principal
Greg Pettys
Firm Advanced Markets Consultant
Jennifer Donahue CLU®, CLF®
Practice Development Specialist
John Weeks
Agency Disability Income & Long Term Care Specialist, Financial Advisor
Marc Chenot
Firm Investment Director, Financial Advisor
Matthew Merrick
Agency Life Specialist, Managing Associate, Financial Advisor
Patrick Donlan
Annuity Specialist, Financial Advisor
Tammy McAllister
Director of Workplace Solutions
Dan Snodgrass
Sales Manager, Financial Advisor
Aaron Bockman ChFC®
Managing Associate, Financial Advisor
Charlie Sottoriva
Managing Associate, Financial Advisor
Scott Sanders
Managing Associate, Financial Services Professional
Diona Graham
Recruiting Director
Carrie Bischof
Recruiting Director