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

Dale B. Dir

FOUNDER

Operations:

Darrell Martin

CHIEF OPERATIONS OFFICER

Lynn A. Gowenlock

LIFE OPERATIONS MANAGER

Calisto Correa

CONTROLLER

Brianna Van Winkle

MARKETING MANAGER

How Can We Best Serve You?

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