Associates

 
  • Jeff Looney

    Jeff Looney

    In Memoriam

  • Cristy Flournoy

    Cristy Flournoy

    Client Service Coordinator

  • Trey A. Novara, CFP®

    Trey A. Novara, CFP®

    Managing Director

  • Gray Parker

    Gray Parker

    Director of Group Benefits

  • Angela Self

    Angela Self

    Client Service Coordinator