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- Adam Munoz
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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