Managing Partners
Managing Directors
Caroline Morris CFP®, ChFC®, CLU®, RICP®
Vice President of Career Development
Lee Fortenberry
Senior Vice President for Strategy, Development and Counsel
Managing Associates
Leadership Team
Doug Stockman
Director of Marketing, Systems & Client Relations
Genevieve Paeglow
Regional Director of Talent Experience
Vincent Gallo
Disability Income Supervisor Life Brokerage Manager