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- Adam Munoz
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Franchise Offices
Birmingham, AL Montgomery, AL Conway/Littlerock, AR Clearwater, FL Panama City Beach, FL Palm Beach Gardens, FL Stuart, FL Bowling Green, KY Shreveport, LA Baton Rouge, LA Jackson, MS Greenville, NC La Grange, NC Raleigh, NC Wilson, NC Tulsa, OK El Paso, TX Houston, TX Harlingen, TX Plano, TXManaging Directors
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Luke Britt, CLU®, RICP®, CEPA®
Practice Director - Advanced Planning & Business Services
866.763.9136
Paul Sterzinger, CFP®, CIMA®, CLU®, MBA
Business Unit Leader & Wealth Advisor
Terry Thompkins, CFP®, CLU®, AEP®, ADPA®
Practice Director - Financial Planning & Wealth Advisor
866.763.9136
Birmingham, AL
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Montgomery, AL
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Panama City Beach, FL
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer
Jennifer Evich
Staff Accountant
Stuart, FL
Amber Diggs
Advisor Operations Associate - New Accounts
Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist
David Mauzey
Chief Information Officer