WARREN BROOKS

CEO, President & Financial Planner

JENNIFER BROOKS HILL

Chief Marketing Officer & Financial Planner

KENNAH PARHAM

Chief Technology Officer & Financial Planner

TERRY PARHAM jR

Chief Financial Officer & Financial Planner

COY BALDWIN

Financial Planner

CARMAN KUBANDA

Financial Planner

Tyler Chavel

Financial Planner

aNNEMARIE cOUSINO

Office Manager & Compliance Admin.

BARBARA ROTHMAN

Client Service Team

DESIREE WHEATON

Client Service Team

DEBBIE BROOKS

The "Skipper"

ERIKA WOLFE

Administrative Assistant

NANCY HALL

Client Conceirge

LINDA HILL

Financial Planning

Sean Hill

Administrative
Support