Our Team

Advisors:

Shane D. Dir, AIF, CPFA

CEO

Walter C Young III, MBA, RICP ®

PRESIDENT

David Beck, AIF, CPFA

VICE PRESIDENT

Jordan Bingham

FINANCIAL PLANNER

Jonny Magee

FINANCIAL PLANNER

Dale B. Dir

FOUNDER

Operations:

Darrell Martin

CHIEF OPERATIONS OFFICER

Lynn A. Gowenlock

LIFE OPERATIONS MANAGER

Mara Baker

LIFE INSURANCE OPERATIONS

Calisto Correa

CONTROLLER

Lexi Minder-Almanza

WEALTH MANAGEMENT OPERATIONS

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.