Associates

 
  • Devin Butler, AIF®, CRPC®

    Devin Butler, AIF®, CRPC®

    Financial Advisor

  • William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

    Advanced Planning Advisor

  • Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®

    Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP®, CASL®

    Advanced Planning Advisor

  • Jeff Harless

    Jeff Harless

    Plan Analyst

  • Kate Thompson

    Kate Thompson

    Client Solutions Specialist