Our Team

Advisors

DAVID W. WHITE, CLU, CHFC

Chairman of the Board

CHRISTOPHER D. WHITE, CFPⓇ

President
Certified Financial Planner

Don Thomas, CFPⓇ

Vice President, COO

Doug Walsh

2nd Vice President

Terry Adami

Associate

Brian Anderson

Financial Professional

Howard Barto, CLU

Senior Advisor
Chartered Life Underwriter
C.L.U

Juliet Barwick

Financial Advisor
Wealth Manager

Matthew Casatico

Financial Professional

Isaiah De La Cruz

Financial Professional

Miguel Delgado

Financial Advisor

Kirk Dobson, CFPⓇ, CHFC

Certified Financial Planner

Matt Dolan

Senior Wealth Advisor

Matthew Halick

Financial Professional

Andrew Hax

Financial Professional

Jennifer Jost

Wealth Advisor

Matt Kay, CFPⓇ

Certified Financial Planner

John D. Lane

Financial Advisor

Gary Leger, CFPⓇ, CLU, CHFC

Certified Financial Planner

David Lucas

Financial Advisor

David Novak

Senior Financial Professional

Oliver Orzal

Financial Advisor

Scott Pence

Financial Advisor

Chris Riel, CFPⓇ

Financial Advisor

Brad Tarter

Financial Advisor

David Zook

Financial Advisor

Staff

Susan Cvetovac

New Business Underwriting Assistant

Mark Deliramich

Senior Para-Planner

Casey Fleck

Assistant to John Lane

Lizzie Galon

Assistant to Scott Pence, John Lane and Miguel Delgado

Sheri Graybehl

Marketing Director & Recruiting Assistant

Shana Jackson

Assistant to Kirk Dobson & Chris Riel
Securities Processor

Jennifer Jones

Executive Assistant to Christopher White & Don Thomas

Carri Mays

Executive Assistant/Receptionist

Gail Palmer

Part Time Assistant to Howard Barto & Dave Lucas

Gloria Renevitz

Part Time Assistant to Howard Barto & Dave Lucas

Kristine Slear

Para-Planner

Staci Sytkowski

Assistant to Howard Barto & David Lucas

Kirk Woolsey

Brokerage Director

Erin Williams

Assistant to Terry Adami and Brad Tarter

Tracy Wisenor

Assistant to Matt Dolan and Matt Kay

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