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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

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist




David Mauzey
Chief Information Officer





Kimberly Miller
Chief Compliance Officer, Brokerage & AML Compliance Officer

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

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Montgomery, AL

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Panama City Beach, FL

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Stuart, FL

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Palm Beach Gardens, FL

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Bowling Green, KY

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Shreveport, LA

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Baton Rouge, LA

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Wilson, NC

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


La Grange, NC

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Raleigh, NC

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Greenville, NC

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Tulsa, OK

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


El Paso, TX

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Harlingen, TX

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Houston, TX

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer


Plano, TX

Becky Cummings MBA, CIC, LUTCF®, LLIF, CLTC®
Business Unit Leader & Advanced Planning Specialist

David Mauzey
Chief Information Officer

