Josh DeForest, CFA, CFP®
Executive Managing Director
David P. Reynolds, CFP®, ChFC®, AAMS®
Sr. Director, Market Leader
Carl Larimore, MS, MBA, AEP, CFP®
Sr. Wealth Advisor, Sr. Director
Jesse Schenck, CFP®
Wealth Advisor
Nicole Mosley, CFP®, CDFA®, CSLA
Wealth Advisor
Laura Thompson
Director, Regional Client Development
Belinda Richardson
RVP, Community
George Bruneau
Regional Vice President
John Mazzei, CFP®
Regional Vice President
Todd LaLuzerne, AAMS
Regional Vice President
Danielle Frazier, CFP®
Sr. Manager, Client Service
Midori Anderson
Client Service Specialist

