Our Team

 
  • Brad Stephens, CLU®, ChFC®, LUTCF®, AIF®, RICP®

    Brad Stephens, CLU®, ChFC®, LUTCF®, AIF®, RICP®

    Managing Partner, Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

  • Jason Heffner, RICP®, AIF®

    Jason Heffner, RICP®, AIF®

    Managing Partner, Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor

  • Deb Fehl

    Deb Fehl

    Financial Representative, Principal Securities Registered Representative

  • Kolton Knox, AIF®

    Kolton Knox, AIF®

    Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative

  • Duane Lawson

    Duane Lawson

    Producer Marketing Consultant

  • Dana Arnold

    Dana Arnold

    Executive Assistant

  • Kelly Lawrence

    Kelly Lawrence

    Client Services Representative

  • McKayla Hines

    McKayla Hines

    Client Services Representative

  • Mike Long

    Mike Long

    Registered Assistant

  • Sonya Buhlmann

    Sonya Buhlmann

    Client Services Manager

  • Mindy Wamsher

    Mindy Wamsher

    Client Services Manager

  • Cheyanne Ingram

    Cheyanne Ingram

    Client Services Manager

  • Michelle Harryman

    Michelle Harryman

    Client Services Representative

  • Nick Darrah

    Nick Darrah

    Registered Assistant