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Biographies
Leadership Team
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Catherine M. Patrick, CFP®
VP of Wealth Mgmt & Financial Planning
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Mark Ottaviani
Agency Supervisory Office
Our Financial Professionals
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Daniel J. Drabinski
Agency Managing Director of Business & Estate Planning
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Jonathan Gonzales Jr.
Financial Representative
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Bill Greer
Financial Services Representative
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Angie Hurt King
Financial Services Professional
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Curtis Klieger
Financial Planner
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Charles H. Lundeen Jr.
Financial Services Professional
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Jonathan "JJ" Lyphout
Financial Planner
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Taylor Manning
Financial Services Professional
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Mike McCall
Financial Planner
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Justin Miller
Financial Services Professional
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Jerrell Mure
Financial Advisor
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Katherine D Nguyen
Financial Services Professional
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Nguyen Nguyen
Financial Services Professional
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Thao Nguyen
Financial Services Professional
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Ellyn Novak Hefner
Special Care Planner
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Marcie L. Plumbtree
Financial Planner
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William B. Sanders
Financial Services Representative
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Thomas Schmidt
Certified Family Business Specialist
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Chasen Shaw
Financial Services Professional
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Dan Tero
Financial Services Professional
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Carrie D Wilson
Financial Advisor
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Support Team
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Shannon Gillece
Practice Development Specialist
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Sherika Rodgers
New Business Coordinator
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Vince Synan
Director of Business & Estate Planning
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Heather Wildman
New Business Coordinator
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