Our Team

Advisors

DAVID W. WHITE*, CLU, CHFC

Chairman of the Board

CHRISTOPHER D. WHITE*, CFPⓇ

President
Certified Financial Planner

Doug Walsh*

2nd Vice President

Matt Dolan*

Senior Wealth Advisor
Vice President of Sales

Terry Adami*

Associate

Brian Anderson*

Financial Professional

Howard Barto, CLU*

Senior Advisor
Chartered Life Underwriter
C.L.U

Juliet Barwick*

Financial Advisor
Wealth Manager

Matthew Casatico

Financial Professional

Miguel Delgado*, CFPⓇ

Certified Financial Planner

Kirk Dobson*, CFPⓇ, CHFC

Certified Financial Planner

Matthew Halick*

Financial Professional

Andrew Hax

Financial Planner

Matt Kay*, CFPⓇ

Certified Financial Planner

John D. Lane, IV*, CFPⓇ

Certified Financial Planner

Gary Leger*, CFPⓇ, CLU, CHFC

Certified Financial Planner

David Lien*

Financial Advisor

David Lucas*

Financial Advisor

David Novak*

Senior Financial Professional

Oliver Orzal*

Financial Advisor

Scott Pence*

Financial Advisor

Chris Riel*, CFPⓇ

Certified Financial Planner

Brad Tarter*

Financial Advisor

Don Thomas*, CFP^®

Certified Financial Planner

David Zook*

Financial Advisor

Staff

Kelly Alexander

Assistant to Kirk Dobson and Chris Riel

Sabrina Cowan

Assistant to Matt Dolan and Matt Kay

Susan Cvetovac

New Business Underwriting Assistant

Mark Deliramich*

Senior Para-Planner

Casey Fleck

Assistant to John Lane

Lizzie Galon

Assistant to Scott Pence, John Lane, Miguel Delgado and Sheri Graybehl

Sheri Graybehl

Marketing Director & Recruiting Assistant

Shana Jackson

Underwriting & Business Manager, Securities Processor & Assistant to Chris Riel

Jennifer Jones*

Operations Manager, Executive Assistant to Christopher White & Don Thomas

Carri Mays

Executive Assistant/Receptionist

Gail Palmer

Part Time Assistant to Howard Barto & Dave Lucas

Gloria Renevitz

Part Time Assistant to Howard Barto & Dave Lucas

Kristine Slear

Para-Planner

Staci Sytkowski*

Assistant to Howard Barto & David Lucas

Shane Thompson

Assistant to Terry Adami, Brad Tarter and Sheri Graybehl

Camille Thompson

Executive Assistant to David White

Kirk Woolsey

Brokerage Director

Tracy Wisenor

Assistant to Matt Dolan and Matt Kay

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