Meet the Team

Executives

Senior Staff

Daniele Dotson

Daniele Dotson

Director of Administration

Ben Goolsby

Ben Goolsby

Director of Benefits Counselors

Brandi Goslin

Brandi Goslin

Director of Technology Solutions

Kathryn Little

Director of Benefits Consultants

Maggie Smith

Maggie Smith

Director of Marketing and Public Relations

Amber Smotherman

Amber Smotherman

Director of Implementation & Client Services

Human Resources / Compliance Consultants

Taylor  R. Luther

Taylor R. Luther

Attorney at Law

B. Kyle  Sanders

B. Kyle Sanders

Attorney at Law

Account Managers

Kiana Brogdon

Kiana Brogdon

Account Manager

Jenny Jessup

Jenny Jessup

Account Manager

Marketing

Haley Flanigan

Haley Flanigan

Marketing Manager and Videographer

Implementation Specialists

Kendel Barber

Kendel Barber

Implementation Specialist

Chase Livesay

Chase Livesay

Implementation Specialist

Benefits Consultants

Paul Adams

Paul Adams

Benefits Consultant

Tony Adams

Tony Adams

Benefits Consultant

Meredith Atkinson

Meredith Atkinson

Benefit Consultant

Jackson Cary

Jackson Cary

Benefits Consultant

Sheila Cook

Sheila Cook

Benefits Consultant

Blake Crigger

Blake Crigger

Benefit Consultant

Michael Curcio

Michael Curcio

Benefits Consultant

Brooke Fuller

Brooke Fuller

Benefits Consultant

Mark Hansel

Mark Hansel

Benefits Consultant

Grady Hester

Grady Hester

Benefits Consultant

Collin James

Collin James

Benefits Consultant

Matthew Kincade

Matthew Kincade

Benefits Consultant

Jonathan King

Jonathan King

Benefits Consultant

Lisa McIntyre

Lisa McIntyre

Benefits Consultant

John Ratliff

John Ratliff

Benefits Consultant

Susan Rodriguez

Susan Rodriguez

Benefits Consultant

Aaron Shiflet

Aaron Shiflet

Benefit Consultant

Brian Shirk

Brian Shirk

Benefits Consultant

Ben Smith

Ben Smith

Benefits Consultant

Jack Smith

Jack Smith

Benefits Consultant

Jack Story

Jack Story

Benefits Consultant

Johnna Watson

Johnna Watson

Benefits Consultant

Tony Yonkers

Tony Yonkers

Benefits Consultant

Benefits Counselors

Jared Bledsoe

Jared Bledsoe

Benefits Counselor

Will Connelly

Will Connelly

Benefits Counselor

Nancy Garduno

Nancy Garduno

Benefits Counselor

Taylor Hutcheson

Taylor Hutcheson

Benefits Counselor

Katey Piper

Katey Piper

Benefits Counselor

Beverly Spicer

Beverly Spicer

Benefits Counselor

Faith Steely

Faith Steely

Benefits Counselor

Technology Solutions Team

Brandon Jessup

Brandon Jessup

Technology Solutions Specialist

Steven McKinley

Steven McKinley

Technology Solutions Specialist

Client Services

Autumn Burgess

Autumn Burgess

Client Services Specialist

Tia Burgess

Tia Burgess

Client Services Specialist

Donna Christian

Donna Christian

Client Service Specialist

Kalli Frey

Kalli Frey

Client Services Specialist

Kedzie Frey

Kedzie Frey

Client Services Specialist

Brenda Grogan

Brenda Grogan

Client Services Specialist

Lezlee Hudson

Lezlee Hudson

Client Services Specialist

Judy Key

Judy Key

Client Services Specialist

Holly Lowe

Holly Lowe

Client Services Specialist

Shelby Parham

Shelby Parham

Client Services Specialist

Stephanie Sambrano

Stephanie Sambrano

Client Services Specialist

April Steely

April Steely

Client Services Specialist

Client Centered

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.