Executives
Kevin Smith
CEO
Tim White
President
Senior Staff
Daniele Dotson
Director of Administration
Ben Goolsby
Director of Benefits Counselors
Brandi Goslin
Director of Technology Solutions
Jenny Jessup
Director of Account Managers
Kathryn Little
Director of Benefits Consultants
Maggie Smith
Director of Marketing and Public Relations
Amber Smotherman
Director of Implementation & Client Services
Human Resources / Compliance Consultants
Taylor R. Luther
Attorney at Law
B. Kyle Sanders
Attorney at Law
Marketing
Haley Flanigan
Graphic Design and Videographer
Riley Gilbow
Benefits and Social Media Specialist
Implementation Specialists
Kendel Barber
Implementation Specialist
Chase Livesay
Implementation Specialist
Benefits Consultants
Paul Adams
Benefits Consultant
Tony Adams
Benefits Consultant
Meredith Atkinson
Benefit Consultant
Jackson Cary
Benefits Consultant
Jon Chaney
Benefits Consultant
Michael Curcio
Benefits Consultant
Angie Drake
Benefits Consultant
Brooke Fuller
Benefits Consultant
Mark Hansel
Benefits Consultant
Collin James
Benefits Consultant
Matthew Kincade
Benefits Consultant
Jonathan King
Benefits Consultant
Lisa McIntyre
Benefits Consultant
Alan Moore
Benefits Consultant
John Ratliff
Benefits Consultant
Susan Rodriguez
Benefits Consultant
Aaron Shiflet
Benefit 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
Jacob Williams
Benefits Counselor
Benefits Counselors
Bella Blackwell
Benefits Counselor
Jared Bledsoe
Benefits Counselor
Nancy Garduno
Benefits Counselor
Taylor Hutcheson
Benefits Counselor
Zane McCurley
Benefits Counselor
Beverly Spicer
Benefits Counselor
Faith Steely
Benefits Counselor
Riley Weller
Benefits Counselor
Benji Wright
Benefits Counselor
Technology Solutions Team
Amy Jo Jackson
Technology Solutions Specialist
Brandon Jessup
Technology Solutions Specialist
Steven McKinley
Technology Solutions Specialist
Client Services
Autumn Burgess
Client Services Specialist
Tia Burgess
Client Services Specialist
Donna Christian
Client Service Specialist
Ashley Griffin
Client Services Specialist
Judy Key
Client Services Specialist
Anna Leatherwood
Client Services Specialist
Holly Lowe
Client Services Specialist
Erin McFarlin
Client Services Specialist
Shelby Parham
Client Services Specialist
Leslie Perez
Client Services Specialist
Kerstin Shafer
Client Services Specialist
April Steely
Client Services Specialist
Tori Washburn
Client Services Specialist
Ginger White
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.