Richmond
Meet Our Richmond Professionals
Caroline Morris CFP®, ChFC®, CLU®, RICP®
Vice President of Career Development
Doug Stockman
Director of Marketing, Systems & Client Relations
Douglas Stockman
Financial Representative & Director of Client Relations
Genevieve Paeglow
Regional Director of Talent Experience
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
Stephanie Wynne
Marketing Coordinator/New Business Administrator
Vincent Gallo
Disability Income Supervisor Life Brokerage Manager
