Our Dedicated Team

WARREN BROOKS

Owner & Financial Planner

KENNAH PARHAM

Owner & Financial Planner

TERRY PARHAM jR

Owner & Financial Planner

JENNIFER BROOKS HILL

Owner & Financial Planner

COY BALDWIN

Financial Planner

CARMAN KUBANDA

Financial Planner

aNNEMARIE cOUSINO

Office Manager & Compliance Administrator

BARBARA ROTHMAN

Client Service Team

DESIREE WHEATON

Client Advocate

DEBBIE BROOKS

Office Manager

ERIKA WOLFE

Administrative Assistant

LISA KUNO

Client Service Team

LINDA HILL

Client Conceirge

NANCY HALL

Client Conceirge

SEAN HILL

Facilities Manager