Financial Professionals
Associates
Caroline Morris CFP®, ChFC®, CLU®, RICP®
Vice President of Career Development
Douglas Stockman
Financial Representative & Director of Client Relations
Jeffrey Bingham CFP®, CLU®, CASL®
Financial Representative
Lee Fortenberry
Senior Vice President for Strategy, Development and Counsel
Sarah Cato, CFP®, CExP®, ChFC®, CLU®, RICP®
Financial Advisor, Director of Business Strategies
Vincent Gallo
Disability Income Supervisor Life Brokerage Manager