Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

*** Managing Partner

Raymond F Bree. Jr., CLU, ChFC®

** Senior Partner

Christopher Burgos, CFP®, ChFC®, CFS

* Associate Partner

Wm. Jason Hagerman, CLTC

* Senior Associates

Brian Carney, CFP®, CFS

Shaun Jones, CFP®, CFS

Todd Roselle, CLTC

Hardik Shah, CFP®, CLTC

Associates

Amia Barrett, CLTC

Kevin Brown

Andrew Hipple, CLTC

Todd Hudson

Jennifer Larson, CLTC

Brian McCray

Ketul  Mody

Jarrett Morris, CLTC

Rachel Rossitto

Joshua Shaver, CLTC

Jonathan  Termonia, CLTC

Director of Recruiting

Stephanie Patterson

Executive Assistants

Monica Andrews

Debbie Burchfield

Kristina Hargrove

Stephanie Nichols

Carol  York