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 Chad Bearden, MBA FINANCIAL PLANNER Email Dale B. Dir FOUNDER Operations: Darrell Martin CHIEF OPERATIONS OFFICER Email Lynn A. Gowenlock LIFE OPERATIONS MANAGER 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
