Executives
Kevin Smith
CEO
Tim White
President
Senior Staff
Daniele Dotson
Director
Ben Goolsby
Director of Benefits Counselors
Brandi Goslin
Director of Technology Solutions
Maggie Smith
Director of Marketing and Public Relations
Amber Smotherman
Director of Client Services
Human Resources / Compliance Consultants
Taylor R. Luther
Attorney at Law
B. Kyle Sanders
Attorney at Law
Account Managers
Kiana Brogdon
Account Manager
Jenny Jessup
Account Manager
Marketing
Haley Flanigan
Marketing Manager and Videographer
Implementation Specialists
Kendel Barber
Implementation Specialist
Benefits Consultants
Tony Adams
Benefits Consultant
Jackson Cary
Benefits Consultant
Sheila Cook
Benefits Consultant
Michael Curcio
Benefits Consultant
Brooke Fuller
Benefits Consultant
Mark Hansel
Benefits Consultant
Grady Hester
Benefits Consultant
Collin James
Benefits Consultant
Matthew Kincade
Benefits Consultant
Jonathan King
Benefits Consultant
Lisa McIntyre
Benefits Consultant
John Ratliff
Benefits Consultant
Susan Rodriguez
Benefits Consultant
Brian Shirk
Benefits Consultant
Ben Smith
Benefits Consultant
Jack Smith
Benefits Consultant
Jack Story
Benefits Consultant
Johnna Watson
Benefits Consultant
Tony Yonkers
Benefits Consultant
Benefits Counselors
Jared Bledsoe
Benefits Counselor
Will Connelly
Benefits Counselor
Taylor Hutcheson
Benefits Counselor
Brandon Jessup
Benefits Counselor
Katey Piper
Benefits Counselor
Beverly Spicer
Benefits Counselor
Technology Solutions Team
Steven McKinley
Technology Solutions Specialist
Hannah Ratliff
Technology Solutions Specialist
Client Services
Dana Baker
Client Services Specialist
Lisa Boyd
Client Services Specialist
Autumn Burgess
Client Services Specialist
Tia Burgess
Client Services Specialist
Donna Christian
Client Service Specialist
Kalli Frey
Client Services Specialist
Brenda Grogan
Client Services Specialist
Judy Key
Client Services Specialist
Chase Livesay
Client Services Specialist
Holly Lowe
Client Services Specialist
Shelby Parham
Client Services Specialist
April Steely
Client Services Specialist
Melinda True
Client Services Specialist
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.