Associates

 
  • Jeff Looney

    Jeff Looney

    Managing Partner

  • Cristy Flournoy

    Client Service Coordinator

  • Steven Gill

    Steven Gill

  • Trey A. Novara, CFP®

    Trey A. Novara, CFP®

    Director of Wealth Management, Partner

  • Gray Parker

    Gray Parker

    Director of Group Benefits, Partner

  • Angela Self

    Client Service Coordinator