About 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 Jonny Magee FINANCIAL PLANNER Email Dale B. Dir FOUNDER Operations: Darrell Martin CHIEF OPERATIONS OFFICER Email Lynn A. Gowenlock LIFE OPERATIONS MANAGER Email Chad Bearden LIFE INSURANCE OPERATIONS Email Steve Rapkoch DIRECTOR OF RETIREMENT PLAN SERVICES Email Calisto Correa CONTROLLER Email Lexi Minder-Almanza WEALTH MANAGEMENT OPERATIONS Email Cindy Correa DATA ENTRY SPECIALIST 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. Get In Touch
