Broker Check

Meet Our Associates

Staff

Travis  Daly

Travis Daly

VP, Supervision

727-686-0810

615-383-0519

Amy  J. Heapps

Amy J. Heapps, MSM

VP, Marketing & Recruiting

740-262-2983

615-383-0519

Sean  Bove

Sean Bove

VP, Retail Client Division, Investments

615-469-7971

714-938-9312

Kiley Hard

Kiley Hard

Director, Client Relations

603-502-7480

615-383-0519

Noot  Kacinskas

Noot Kacinskas

Chief Financial Officer

714-938-9300 x114

714-938-9312

Mark  Weber

Mark Weber

Chief Operating Officer

615-515-8141

615-383-0519

Robert  Harris

Robert Harris, CMFC

Director, Field Supervision

615-515-8143

615-383-0519

Kristen  Kroeger

Kristen Kroeger

Director, Field Supervision

714-938-9300 x126

714-938-9312

Will  Morrison

Will Morrison

Director, Field Supervision

619-930-9015

855-879-9875

Thera  Engle

Thera Engle, CWS

Director, Field Supervision

916-669-1611

855-879-9875

Melissa  Wiggins

Melissa Wiggins

Director, Office & Event Coordinator, Client Services

615-515-8152

615-383-0519

Lori  Bohnenstiehl

Lori Bohnenstiehl

Director New Business Concierge

615-823-2442

615-383-0519