Associates

Admin

• Tracy Pleasants

  Office Manager

• Michele Burrill

  Administrative Assistant

• Chad Wilson

  Compliance

• Erin Mccusker

  Reception

• Tamara Abdelsamad

Financial

• Eric Vinores, CFP®

  Financial Planner

• David Rectenwald, CFP® WMS™

  Financial Planner

• Altaf Husain

  Financial Professional

• Ed Gills

  Financial Advisor

Insurance

• Cindy Phipps

  Insurance & Benefits Advisor

• Pete Paule

  Life Insurance Specialist