Kevin Hallam MBA, RICP® Principal After a successful seventeen-year career with a Fortune 500 company, Kevin became an independent financial advisor. He...
Jeff Thomas CLU®, RICP® Principal Jeff has enjoyed working in the Financial and Insurance industry since 1991. He graduated from the University of Georgia...
William R. Mumpower CFP®, CLU®, RICP® Principal Bill makes it his personal mission to put clients in a position of financial security. His goal is to help clients...
Greg Garvin RICP® Financial Advisor A strong service-orientation is what distinguishes Greg and characterizes his long career in financial services. He...
Jennifer Skurpski Financial Associate As a graduate of the University at Buffalo, Jennifer began her career as a financial planner, where she developed a deep...
Amy Kea Client Support Coordinator Amy has had a long fascination with money and the markets. She witnessed, first-hand, the financial hardships her...
