Contact Us

Our Team

Advisors:

Shane D. Dir, AIF, CPFA

CEO

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Walter C Young III, MBA, RICP ®

PRESIDENT

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David Beck, AIF, CPFA

VICE PRESIDENT

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Jordan Bingham

FINANCIAL PLANNER

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Jonny Magee

FINANCIAL PLANNER

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Dale B. Dir

FOUNDER

Operations:

Darrell Martin

CHIEF OPERATIONS OFFICER

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Lynn A. Gowenlock

LIFE OPERATIONS MANAGER

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Mara Bradford

LIFE INSURANCE OPERATIONS

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Calisto Correa

CONTROLLER

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Lexi Minder-Almanza

WEALTH MANAGEMENT OPERATIONS

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How Can We Best Serve You?

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