We are more than a group of advisors. We’re dedicated to your success.

Thomas G. TwomblyPresident

Mark WardCFP®, ChFC® VP & Chairman

Glenda Summers, CFP®CFP® Sr. Advisor Associate

Cass GrangeSenior Advisor Associate

Bleckley Dobbs, CFP® Director of Financial Planning

Megan PooreSr. Advisor Associate

Raymond KrisandaBookkeeper

Chris VasquezFinancial Services Professional

Donna GeeryGoddess of Files

Diane HunleyReceptionist

Chaney BartonMarketing Director

Daisy LopezStaff Accountant