Associates

 
  • John Thompson, CFP®, CLU®, CES®, CFS®

    John Thompson, CFP®, CLU®, CES®, CFS®

    Senior Financial Advisor - Managing Partner

  • Pam Bataller

    Pam Bataller

    Office Manager

  • Diane Still

    Administrative Assistant

  • Katherine Waddell

    Receptionist/Administrative Assistant