Associates

 
  • Wesley Coody, AIF®, CFS®

    President and Founder

  • Joseph Lomax

    Financial Advisor

  • Michael Maskill

    Director of Insurance

  • Stacey O'Neil

    Director of Marketing

  • Richard Lender, LUTCF®

    Insurance Advisor

  • Greg Andrews

    Insurance Advisor

  • Melissa Billingsley

    Strategic Partner and Insurance Advisor