Associates

 
  • Sally J. Baker

    Health Insurance Operations

  • Ann Boyd

  • Patricia T. "Pat" Chafin, CLU

    Executive Assistant

  • Eva E. Charity

    Client Service Specialist

  • James A. "Jimmy" Jacobs, CLU, ChFC

    Founder, Senior Partner Retirement Planning Specialist

  • John McKenna

  • Brandon Smith MBA, LUTCF

    Partner