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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