EXPERIENCED TEAM

Certified Financial Planners

From our corporate team to your local office, we’re all here to serve you.

Experience Manager

Kelley L. Louth

Financial Planning Specialist

Adam Bailey

Advisor Client Relationship Specialist

William Torrence

Business Development Specialist

Anthony Barbosa

Digital Marketing Manager

Laron Gray

Finance Manager

Samantha Ferraro

Senior Vice President of Tax Services

Ed Lynch, CPA, MT

Senior Tax Accountant

Dana Sample

Tax Accountant

Dennis Ervin

Administrative Assistant

Mackenzie Taylor