Broker Check

Firm Leadership

Brian M.  Roberts CFS®

Brian M. Roberts CFS®

General Agent, CEO

Mike  Fleming CLU®, ChFC®, CFP®, RICP®

Mike Fleming CLU®, ChFC®, CFP®, RICP®

President, Sales Manager, Financial Planner

Andrew Busby

Andrew Busby

Vice President, Sales Manager, Registered Principal, Financial Advisor

Kara Perry

Kara Perry

Chief Operations Officer

Brian Schmuke

Brian Schmuke

Director of Development, Sales Manager, Registered Principal

Greg Pettys

Greg Pettys

Firm Advanced Markets Consultant

Jennifer Donahue CLU®, CLF®

Jennifer Donahue CLU®, CLF®

Practice Development Specialist

John Weeks

John Weeks

Agency Disability Income & Long Term Care Specialist, Financial Advisor

Marc Chenot

Marc Chenot

Firm Investment Director, Financial Advisor

Matthew Merrick

Matthew Merrick

Agency Life Specialist, Managing Associate, Financial Advisor

Patrick  Donlan

Patrick Donlan

Annuity Specialist, Financial Advisor

Tammy  McAllister

Tammy McAllister

Director of Workplace Solutions

Dan Snodgrass

Dan Snodgrass

Sales Manager, Financial Advisor

Aaron Bockman ChFC®

Aaron Bockman ChFC®

Managing Associate, Financial Advisor

Charlie Sottoriva

Charlie Sottoriva

Managing Associate, Financial Advisor

Scott Sanders

Scott Sanders

Managing Associate, Financial Services Professional

Diona Graham

Diona Graham

Recruiting Director

Carrie  Bischof

Carrie Bischof

Recruiting Director