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Managing Directors & Business Unit Leaders

Arkansas

Tony Henderson

Tony Henderson

Managing Director & Wealth Advisor - Conway & Tulsa

Colorado

Joe Hall

Joe Hall

Independent Managing Director & Wealth Advisor

Illinois

Charles Baier

 Charles Baier, CFP®, ChFC

Financial Planner | Professional Wealth Advisor

Don Sakamoto CFP®, ChFEBC℠

Don Sakamoto CFP®, ChFEBC℠

Wealth Advisor, Chartered Federal Employee Benefit Consultant℠

Jeffery Harper

Jeffery Harper, CFP®, CASL, ChFC

Financial Planner | Professional Wealth Advisor

Jeffrey Grecu

Jeffery Grecu, CASL, LUTCF

Financial Planner | Professional Wealth Advisor

Kyle Harper

 
Kyle Harper, ChFC, CASL, RICP, CLU

Financial Planner | Professional Wealth Advisor

William Maxwell

William Maxwell, CLU, MBA

Financial Planner | Professional Wealth Advisor

Oklahoma

Tony Henderson

Tony Henderson

Managing Director & Wealth Advisor - Conway & Tulsa

Texas

Brent Morton

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

Josh Hampton

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor