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Our Firm
Our Team
Our Team
Advisors
DAVID W. WHITE, CLU, CHFC
Chairman of the Board
CHRISTOPHER D. WHITE, CFPⓇ
President
Certified Financial Planner
Don Thomas, CFPⓇ
Vice President, COO
Doug Walsh
2nd Vice President
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
Isaiah De La Cruz
Financial Professional
Miguel Delgado, CFPⓇ
Certified Financial Planner
Kirk Dobson, CFPⓇ, CHFC
Certified Financial Planner
Matt Dolan
Senior Wealth Advisor
Vice President of Sales
Matthew Halick
Financial Professional
Andrew Hax
Financial Professional
Jennifer Jost
Wealth Advisor
Matt Kay, CFPⓇ
Certified Financial Planner
John D. Lane, IV, CFPⓇ
Financial Advisor
Gary Leger, CFPⓇ, CLU, CHFC
Certified Financial Planner
David Lucas
Financial Advisor
David Novak
Senior Financial Professional
Oliver Orzal
Financial Advisor
Scott Pence
Financial Advisor
Chris Riel, CFPⓇ
Financial Advisor
Brad Tarter
Financial Advisor
David Zook
Financial Advisor
Staff
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 and Miguel Delgado
Sheri Graybehl
Marketing Director & Recruiting Assistant
Shana Jackson
Assistant to Kirk Dobson & Chris Riel
Securities Processor
Jennifer Jones
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
Camille Thompson
Executive Assistant to David White
Kirk Woolsey
Brokerage Director
Erin Williams
Assistant to Terry Adami and Brad Tarter
Tracy Wisenor
Assistant to Matt Dolan and Matt Kay
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