Meet With

Our Team

Our professional team of employees and independent producers looks forward to serving you.

To help you quickly find contact information:

Click here for an alphabetical listing by FIRST name

Click here for an alphabetical listing by LAST name

Click here for a listing by DEPARTMENT

Akram Terrell

Financial Advisor

Clarissa Jane

Marketing Analyst

Jaxson Marin

Project Manager

Karl Sharp

Chief Executive

Bill Figueroa

Marketing Analyst

Aeryn Edwards

Financial Advisor

Financial Planning For Safe Investment

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts.
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Years of Experience


Professional Team