Contact Us

OUR TEAM

Advisors:

Shane D. Dir, AIF, CPFA

CEO

Email

Walter C Young III, MBA, RICP ®

PRESIDENT

Email

David Beck, AIF, CPFA

VICE PRESIDENT

Email

Jordan Bingham

FINANCIAL PLANNER

Email

Dale B. Dir

FOUNDER

Operations:

Darrell Martin

CHIEF OPERATIONS OFFICER

Email

Lynn A. Gowenlock

LIFE OPERATIONS MANAGER

Email

Calisto Correa

CONTROLLER

Email

Brianna Van Winkle

MARKETING MANAGER

Email

How Can We Best Serve You?

Simply enter your information, click "Get in Touch" and a member of our team will contact you to discuss how we can best serve you.