Broker Check

Totus Team Other Branches

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner

321.341.0099

832.663.6055

Sandra Diaz, COO, CFO

Sandra Diaz, COO, CFO

COO/CFO

832.592.0005

832.663.6055

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant

205.277.8937

832.663.6055

Sharon Agosto

Sharon Agosto

Operations Manager

239.232.0967

Olga Gracia

Olga Gracia

Bookkeeper

832.592.1147

Colin Peck

Colin Peck

Financial Advisor

650.575.0734

Megan Pawlowski

Megan Pawlowski

Wealth Management Advisor

630.296.5471

832.663.6055

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Managing Partner | Financial Advisor

817-677-9901

Ahren Schulz

Ahren Schulz

Senior Investment Consultant

713-385-8212

Belle Walker

Belle Walker

Practice Manager for Rick Farrar

205-277-8938

Catherine Sachko

Catherine Sachko

Executive Assistant for Ahren Schulz

713-305-2028

Michael Schutza

Michael Schutza, TPCP®  

Financial Planner / Tax Planning Certified Professional®

(318)-935-9155

Totus Network Partners

At Home Financial

Donna Corbett

Donna Corbett

At Home Financial LLC - Office Manager

785.671.4663

Keith Corbett

Keith Corbett

At Home Financial LLC - Financial Advisor

785.671.4663

Stender Financial

Joy Seiver

Joy Seiver

Stender Financial - Registered Representative

281.204.1244

Mary Stender, LUTCF

Mary Stender, LUTCF

Stender Financial - Registered Representative

281.204.1252

Yarbrough Capital Advisors

Adam Corwin, CFP®

Adam Corwin, CFP®

Financial Planner

912-980-7974

Ahren Schulz

Ahren Schulz

Senior Investment Consultant

713-385-8212

Andrew McCay

Andrew McCay

Senior Wealth Manager

205.283.1174

Andrew Allen

Andrew Allen

Director of Wealth Management Analytics

832-835-1950

Ashley Villarreal

Ashley Villarreal

Controller

(832) 835-1950

Ashley Foreman

Ashley Foreman

Client Services Associate

469-815-4278

Ashley Gaylor

Ashley Gaylor

Client Service Associate

865-924-5123

Belle Walker

Belle Walker

Practice Manager for Rick Farrar

205-277-8938

Brett Bargery, CLU

Brett Bargery, CLU

Financial Professional

817-733-2104

Brian Fox

Brian Fox

Senior Vice President – Investments, Financial Planner

678-873-6200

Cameron Lail

Cameron Lail

Private Wealth Manager

(469) 541-0316

Candace McCoy

Candace McCoy

Administrative Associate

318-861-1148

Carla Landon

Carla Landon

Client Relations Coordinator

501-847-5449

Catherine Sachko

Catherine Sachko

Executive Assistant for Ahren Schulz

713-305-2028

Cathy Richardson

Cathy Richardson

Administrative Assistant

(470) 655-1117

Clint Auttonberry

Clint Auttonberry

Co-founder and Partner, Financial Advisor

(832) 835-1950

Colin Peck

Colin Peck

Financial Advisor

650.575.0734

Connie Binz

Connie Binz

Senior Investment Executive

Craig Buchholz, CPRC®

Craig Buchholz, CPRC®

Vice President, Financial Advisor

214-227-8840

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Dalton Campbell

Dalton Campbell

Senior Financial Advisor

434-984-1500

Daniel Carroll

Daniel Carroll

Director of Field Development

832.220.9385

832.663.6055

Daniel Carroll

Daniel Carroll

Director of Field Development | Houston, TX

832.220.9385

David Ashley, ChFC, CLU, CASL, LUTCF

David Ashley, ChFC, CLU, CASL, LUTCF

Senior Wealth Manager

281-204-1232

David A. Hicks, J.D.

David A. Hicks, J.D.

Advisor

410-539-3540

410-539-3549

David Biddle

David Biddle

Financial Advisor

806-790-4198

Deric Governale

Deric Governale

Financial Advisor

470-655-1130

470-236-4353

Don Burrows

Don Burrows

Founding & Managing Partner, Financial Advisor

(832) 835-1950

Donna Corbett

Donna Corbett

At Home Financial LLC - Office Manager

785.671.4663

Dorothy Murdock

Dorothy Murdock

Financial Advisor, Financial Planner

Douglas Stefanini

Douglas Stefanini

Wealth Manager, Holistic Financial Planner

404-748-1903

Edward Grant

Edward Grant

Registered Representative

480-626-5855

Evan Metzger

Evan Metzger

Client Relations Coordinator

501-847-5449

Fabian Hernandez

Fabian Hernandez

Director of Client Services

214-227-8840

Felicia Reyes

Felicia Reyes

Staff Accountant

832-835-1950

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

337-284-8924

337-314-9319

Howard Rubin

Howard Rubin

Financial Advisor

213-434-1982

James Starnes, CFP®

James Starnes, CFP®

President & CEO

832.220.9171

832.663.6055

James Starnes, CFP

James Starnes, CFP

Managing Partner | Middle America

832.220.9171

James Jr Starnes

James Starnes, Jr

Registered Professional

(832) 220-3602

Jeff Panik

Jeff Panik

Financial Advisor

Jenny M. Blanchard

Branch Operations Manager

704-944-4292

Jessica Real

Jessica Real

Client Services

678-210-3778

JJ Fogle

JJ Fogle

Financial Advisor

818.419.6959

John Schaeufele

John Schaeufele

Financial Advisor

804-673-9070

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

832.482.9684

John W. Wheeler, Jr. Certified Financial Planner® CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

832.482.9684

832.663.6055

Jonathan Starnes

Jonathan Starnes

Technology Specialist

832.220.3602

832.663.6055

Jordan Morse

Jordan Morse

Sales Assistant

337-284-8922

Joy Seiver

Joy Seiver

Stender Financial - Registered Representative

281.204.1244

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

JR Chappell

JR Chappell

Director of Retirement Planning/Financial Advisor

310-497-2471

Justin Smith

Justin Smith

239.896.0309

Katherine Rich

Katherine Rich

Administrative Assistant for Adam Corwin

704-219-9753

Kathleen DeShazo

Kathleen DeShazo

Senior Investment Professional

281-204-1253

Katie Burke

Katie Burke

Administrative Assistant for Kathy DeShazo

281-543-8475

Keith Corbett

Keith Corbett

At Home Financial LLC - Financial Advisor

785.671.4663

Kelly Wassman

Assistant

(410) 539-3540

Kimberly O’Hara

Kimberly O’Hara

Relationship Manager

239.235.7869

832.663.6055

Kristan Patin

Kristan Patin

Sales Assistant

337-284-8923

Larry Roemer

Larry Roemer

Financial Advisor

727-481-5370

470-264-1220

Latafath Hussain

Latafath Hussain

Senior Financial Advisor

281.204.1204

Lisa Eckerd

Lisa Eckerd

Branch Operations Manager

469-541-0316

Lisa Smith

Lisa Smith

Client Relations Coordinator

501-847-5449

Lydia Mobley

Lydia Mobley

Financial Advisor

361.208.4747

832.663.6055

Lynn Wilson

Lynn Wilson

Assistant/Tom Wilson

321-610-9906

Madison Bray

Madison Bray

Operations Manager

(770) 420-8210

Martavius D. Jones

Martavius D. Jones

President | Financial Advisor

901-312-9166

Mary Stender, LUTCF

Mary Stender, LUTCF

Stender Financial - Registered Representative

281.204.1252

Megan Pawlowski

Megan Pawlowski

Wealth Management Advisor

630.296.5471

832.663.6055

Michael Porter, CFP®, CPA

Michael Porter, CFP®, CPA

Director of Field Development

832.519.1901

832.663.6055

Michael Schutza

Michael Schutza, TPCP®  

Financial Planner / Tax Planning Certified Professional®

(318)-935-9155

Mike Burgess

Mike Burgess

Senior Investment Executive

Minna Whitcher

Minna Whitcher

Assistant/Howard Rubin

714-600-3932

Mitchell Hadley

Mitchell Hadley

Technology Specialist

832.220.3602

832.663.6055

Nancy Gallagher

Nancy Gallagher

Financial Advisor

703-380-5454

Olga Gracia

Olga Gracia

Bookkeeper

832.592.1147

Olivia Kitchens

Olivia Kitchens

Client Relations Coordinator

501-847-5449

Paul Park

Paul Park

Director of Field Development

936.581.3042

832.663.6055

Paul Belcher

Paul Belcher

Financial Advisor

(470) 655 - 1130

470-243-8841

Payton Justice

Payton Justice

Director of Marketing

214-227-8840

Payton Denney

Payton Denney

Financial Advisor

318-861-1148

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Senior Vice President – Investments, Financial Planner

678-873-6200

Richard Tull

Richard Tull

Senior Vice President – Investments, Financial Planner

404.610.3126

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant, Certified Financial Planner

205.277.8937

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant

205.277.8937

832.663.6055

Rick Binz

Rick Binz

Branch Operations Manager

501-847-5449

Rick Bernstein

Rick Bernstein

Financial Advisor

(954) 789-9736

954-337-9278

Rolando Villarreal

Rolando Villarreal

Director of Operations, Financial Advisor

(832) 835-1950

Sammy Salek, CFP®, AWMA®, CIMA®

Sammy Salek, CFP®, AWMA®, CIMA®

Director of Asset Management

713.417.0086

832.663.6055

Sandra Diaz, COO, CFO

Sandra Diaz, COO, CFO

COO/CFO

832.592.0005

832.663.6055

Sathesh Janaki, AAMS®, CRPC®

Sathesh Janaki, AAMS®, CRPC®

Financial Advisor

210.998.9703

832.663.6055

Scott Blanchard

Scott Blanchard

Financial Advisor

Scott Trousdale

Scott Trousdale

Registered Professional | Branch Operations Manager for Richard L. Farrar

205.277.8938

205.449.1883

Sharon Agosto

Sharon Agosto

Operations Manager

239.232.0967

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Managing Partner | Financial Advisor

817-677-9901

Steven Julian

Steven Julian

Financial Advisor

470-655-1130

470-243-8839

Tim Bonner

Tim Bonner

Senior Financial Advisor

229.977.4903

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner

321.341.0099

832.663.6055

Todd Clarke

Todd Clarke

Managing Partner/Financial Advisor

(480) 440-5965

Tom Wilson

Tom Wilson

Wealth Management Advisor

321.610.9915

Travis Fox

Travis Fox

Financial Professional

770-589-1427

Travis Vollmering

Travis Vollmering

Vice President | Financial Advisor

832-835-1950

Suntree Financial Services

Lynn Wilson

Lynn Wilson

Assistant/Tom Wilson

321-610-9906

Tom Wilson

Tom Wilson

Wealth Management Advisor

321.610.9915

Patin Wealth Partners

Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

337-284-8924

337-314-9319

Jordan Morse

Jordan Morse

Sales Assistant

337-284-8922

Kristan Patin

Kristan Patin

Sales Assistant

337-284-8923

Clarity Financial Wealth Management

Adam Corwin, CFP®

Adam Corwin, CFP®

Financial Planner

912-980-7974

Ahren Schulz

Ahren Schulz

Senior Investment Consultant

713-385-8212

Andrew McCay

Andrew McCay

Senior Wealth Manager

205.283.1174

Andrew Allen

Andrew Allen

Director of Wealth Management Analytics

832-835-1950

Ashley Villarreal

Ashley Villarreal

Controller

(832) 835-1950

Ashley Foreman

Ashley Foreman

Client Services Associate

469-815-4278

Ashley Gaylor

Ashley Gaylor

Client Service Associate

865-924-5123

Belle Walker

Belle Walker

Practice Manager for Rick Farrar

205-277-8938

Brett Bargery, CLU

Brett Bargery, CLU

Financial Professional

817-733-2104

Brian Fox

Brian Fox

Senior Vice President – Investments, Financial Planner

678-873-6200

Cameron Lail

Cameron Lail

Private Wealth Manager

(469) 541-0316

Candace McCoy

Candace McCoy

Administrative Associate

318-861-1148

Carla Landon

Carla Landon

Client Relations Coordinator

501-847-5449

Catherine Sachko

Catherine Sachko

Executive Assistant for Ahren Schulz

713-305-2028

Cathy Richardson

Cathy Richardson

Administrative Assistant

(470) 655-1117

Clint Auttonberry

Clint Auttonberry

Co-founder and Partner, Financial Advisor

(832) 835-1950

Colin Peck

Colin Peck

Financial Advisor

650.575.0734

Connie Binz

Connie Binz

Senior Investment Executive

Craig Buchholz, CPRC®

Craig Buchholz, CPRC®

Vice President, Financial Advisor

214-227-8840

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Dalton Campbell

Dalton Campbell

Senior Financial Advisor

434-984-1500

Daniel Carroll

Daniel Carroll

Director of Field Development

832.220.9385

832.663.6055

Daniel Carroll

Daniel Carroll

Director of Field Development | Houston, TX

832.220.9385

David Ashley, ChFC, CLU, CASL, LUTCF

David Ashley, ChFC, CLU, CASL, LUTCF

Senior Wealth Manager

281-204-1232

David A. Hicks, J.D.

David A. Hicks, J.D.

Advisor

410-539-3540

410-539-3549

David Biddle

David Biddle

Financial Advisor

806-790-4198

Deric Governale

Deric Governale

Financial Advisor

470-655-1130

470-236-4353

Don Burrows

Don Burrows

Founding & Managing Partner, Financial Advisor

(832) 835-1950

Donna Corbett

Donna Corbett

At Home Financial LLC - Office Manager

785.671.4663

Dorothy Murdock

Dorothy Murdock

Financial Advisor, Financial Planner

Douglas Stefanini

Douglas Stefanini

Wealth Manager, Holistic Financial Planner

404-748-1903

Edward Grant

Edward Grant

Registered Representative

480-626-5855

Evan Metzger

Evan Metzger

Client Relations Coordinator

501-847-5449

Fabian Hernandez

Fabian Hernandez

Director of Client Services

214-227-8840

Felicia Reyes

Felicia Reyes

Staff Accountant

832-835-1950

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Gerard L. Patin, CFP®

Gerard L. Patin, CFP®

Wealth Management Advisor

337-284-8924

337-314-9319

Howard Rubin

Howard Rubin

Financial Advisor

213-434-1982

James Starnes, CFP®

James Starnes, CFP®

President & CEO

832.220.9171

832.663.6055

James Starnes, CFP

James Starnes, CFP

Managing Partner | Middle America

832.220.9171

James Jr Starnes

James Starnes, Jr

Registered Professional

(832) 220-3602

Jeff Panik

Jeff Panik

Financial Advisor

Jenny M. Blanchard

Branch Operations Manager

704-944-4292

Jessica Real

Jessica Real

Client Services

678-210-3778

JJ Fogle

JJ Fogle

Financial Advisor

818.419.6959

John Schaeufele

John Schaeufele

Financial Advisor

804-673-9070

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

832.482.9684

John W. Wheeler, Jr. Certified Financial Planner® CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

John W. Wheeler, Jr. CFP®, CLU, ChFC, CRPC, LUTCF, LACP, CLTC

Executive Senior Partner

832.482.9684

832.663.6055

Jonathan Starnes

Jonathan Starnes

Technology Specialist

832.220.3602

832.663.6055

Jordan Morse

Jordan Morse

Sales Assistant

337-284-8922

Joy Seiver

Joy Seiver

Stender Financial - Registered Representative

281.204.1244

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

JR Chappell

JR Chappell

Director of Retirement Planning/Financial Advisor

310-497-2471

Justin Smith

Justin Smith

239.896.0309

Katherine Rich

Katherine Rich

Administrative Assistant for Adam Corwin

704-219-9753

Kathleen DeShazo

Kathleen DeShazo

Senior Investment Professional

281-204-1253

Katie Burke

Katie Burke

Administrative Assistant for Kathy DeShazo

281-543-8475

Keith Corbett

Keith Corbett

At Home Financial LLC - Financial Advisor

785.671.4663

Kelly Wassman

Assistant

(410) 539-3540

Kimberly O’Hara

Kimberly O’Hara

Relationship Manager

239.235.7869

832.663.6055

Kristan Patin

Kristan Patin

Sales Assistant

337-284-8923

Larry Roemer

Larry Roemer

Financial Advisor

727-481-5370

470-264-1220

Latafath Hussain

Latafath Hussain

Senior Financial Advisor

281.204.1204

Lisa Eckerd

Lisa Eckerd

Branch Operations Manager

469-541-0316

Lisa Smith

Lisa Smith

Client Relations Coordinator

501-847-5449

Lydia Mobley

Lydia Mobley

Financial Advisor

361.208.4747

832.663.6055

Lynn Wilson

Lynn Wilson

Assistant/Tom Wilson

321-610-9906

Madison Bray

Madison Bray

Operations Manager

(770) 420-8210

Martavius D. Jones

Martavius D. Jones

President | Financial Advisor

901-312-9166

Mary Stender, LUTCF

Mary Stender, LUTCF

Stender Financial - Registered Representative

281.204.1252

Megan Pawlowski

Megan Pawlowski

Wealth Management Advisor

630.296.5471

832.663.6055

Michael Porter, CFP®, CPA

Michael Porter, CFP®, CPA

Director of Field Development

832.519.1901

832.663.6055

Michael Schutza

Michael Schutza, TPCP®  

Financial Planner / Tax Planning Certified Professional®

(318)-935-9155

Mike Burgess

Mike Burgess

Senior Investment Executive

Minna Whitcher

Minna Whitcher

Assistant/Howard Rubin

714-600-3932

Mitchell Hadley

Mitchell Hadley

Technology Specialist

832.220.3602

832.663.6055

Nancy Gallagher

Nancy Gallagher

Financial Advisor

703-380-5454

Olga Gracia

Olga Gracia

Bookkeeper

832.592.1147

Olivia Kitchens

Olivia Kitchens

Client Relations Coordinator

501-847-5449

Paul Park

Paul Park

Director of Field Development

936.581.3042

832.663.6055

Paul Belcher

Paul Belcher

Financial Advisor

(470) 655 - 1130

470-243-8841

Payton Justice

Payton Justice

Director of Marketing

214-227-8840

Payton Denney

Payton Denney

Financial Advisor

318-861-1148

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Raymond P. Bardoul, CLU, ChFC, AEP, CLTC

Senior Vice President – Investments, Financial Planner

678-873-6200

Richard Tull

Richard Tull

Senior Vice President – Investments, Financial Planner

404.610.3126

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant, Certified Financial Planner

205.277.8937

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Richard L. Farrar, CFP®, CLU®, AEP, ChFC®

Senior Consultant

205.277.8937

832.663.6055

Rick Binz

Rick Binz

Branch Operations Manager

501-847-5449

Rick Bernstein

Rick Bernstein

Financial Advisor

(954) 789-9736

954-337-9278

Rolando Villarreal

Rolando Villarreal

Director of Operations, Financial Advisor

(832) 835-1950

Sammy Salek, CFP®, AWMA®, CIMA®

Sammy Salek, CFP®, AWMA®, CIMA®

Director of Asset Management

713.417.0086

832.663.6055

Sandra Diaz, COO, CFO

Sandra Diaz, COO, CFO

COO/CFO

832.592.0005

832.663.6055

Sathesh Janaki, AAMS®, CRPC®

Sathesh Janaki, AAMS®, CRPC®

Financial Advisor

210.998.9703

832.663.6055

Scott Blanchard

Scott Blanchard

Financial Advisor

Scott Trousdale

Scott Trousdale

Registered Professional | Branch Operations Manager for Richard L. Farrar

205.277.8938

205.449.1883

Sharon Agosto

Sharon Agosto

Operations Manager

239.232.0967

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Managing Partner | Financial Advisor

817-677-9901

Steven Julian

Steven Julian

Financial Advisor

470-655-1130

470-243-8839

Tim Bonner

Tim Bonner

Senior Financial Advisor

229.977.4903

Todd Mackler, AAMS®

Todd Mackler, AAMS®

Executive Senior Partner

321.341.0099

832.663.6055

Todd Clarke

Todd Clarke

Managing Partner/Financial Advisor

(480) 440-5965

Tom Wilson

Tom Wilson

Wealth Management Advisor

321.610.9915

Travis Fox

Travis Fox

Financial Professional

770-589-1427

Travis Vollmering

Travis Vollmering

Vice President | Financial Advisor

832-835-1950

Kodiak Wealth

Andrew McCay

Andrew McCay

Senior Wealth Manager

205.283.1174

ELEVATE Wealth Management

Justin Smith

Justin Smith

239.896.0309

Firmitas Financial

Frank G. Ramirez, MBA

Frank G. Ramirez, MBA

Financial Advisor

(713) 302-9413

Burrows Capital Advisors

Andrew Allen

Andrew Allen

Director of Wealth Management Analytics

832-835-1950

Ashley Villarreal

Ashley Villarreal

Controller

(832) 835-1950

Clint Auttonberry

Clint Auttonberry

Co-founder and Partner, Financial Advisor

(832) 835-1950

Craig Buchholz, CPRC®

Craig Buchholz, CPRC®

Vice President, Financial Advisor

214-227-8840

Don Burrows

Don Burrows

Founding & Managing Partner, Financial Advisor

(832) 835-1950

Fabian Hernandez

Fabian Hernandez

Director of Client Services

214-227-8840

Felicia Reyes

Felicia Reyes

Staff Accountant

832-835-1950

Payton Justice

Payton Justice

Director of Marketing

214-227-8840

Rolando Villarreal

Rolando Villarreal

Director of Operations, Financial Advisor

(832) 835-1950

Travis Vollmering

Travis Vollmering

Vice President | Financial Advisor

832-835-1950

Featured Wealth Management

Ashley Foreman

Ashley Foreman

Client Services Associate

469-815-4278

Cameron Lail

Cameron Lail

Private Wealth Manager

(469) 541-0316

JR Foreman

JR Foreman

Founder, Wealth Management Advisor

469-541-0316

469-541-0347

Lisa Eckerd

Lisa Eckerd

Branch Operations Manager

469-541-0316

Ensign Financial Partners

Howard Rubin

Howard Rubin

Financial Advisor

213-434-1982

Minna Whitcher

Minna Whitcher

Assistant/Howard Rubin

714-600-3932

Todd Clarke

Todd Clarke

Managing Partner/Financial Advisor

(480) 440-5965

The Anchor Group

Dalton Campbell

Dalton Campbell

Senior Financial Advisor

434-984-1500

John Schaeufele

John Schaeufele

Financial Advisor

804-673-9070

Nancy Gallagher

Nancy Gallagher

Financial Advisor

703-380-5454

Providence Wealth Strategies

Payton Denney

Payton Denney

Financial Advisor

318-861-1148

Candace McCoy

Candace McCoy

Administrative Associate

318-861-1148

Still Waters Financial Group

Carla Landon

Carla Landon

Client Relations Coordinator

501-847-5449

Connie Binz

Connie Binz

Senior Investment Executive

Evan Metzger

Evan Metzger

Client Relations Coordinator

501-847-5449

Lisa Smith

Lisa Smith

Client Relations Coordinator

501-847-5449

Mike Burgess

Mike Burgess

Senior Investment Executive

Olivia Kitchens

Olivia Kitchens

Client Relations Coordinator

501-847-5449

Rick Binz

Rick Binz

Branch Operations Manager

501-847-5449

Blanchard Financial Services

Jenny M. Blanchard

Branch Operations Manager

704-944-4292

Scott Blanchard

Scott Blanchard

Financial Advisor

Jones Wealth Management Group

Martavius D. Jones

Martavius D. Jones

President | Financial Advisor

901-312-9166

Balance Wealth Partners

Jeff Panik

Jeff Panik

Financial Advisor

Madison Bray

Madison Bray

Operations Manager

(770) 420-8210

Infinity Wealth Management Group

Larry Roemer

Larry Roemer

Financial Advisor

727-481-5370

470-264-1220

Steven Julian

Steven Julian

Financial Advisor

470-655-1130

470-243-8839

Deric Governale

Deric Governale

Financial Advisor

470-655-1130

470-236-4353

Paul Belcher

Paul Belcher

Financial Advisor

(470) 655 - 1130

470-243-8841

Cathy Richardson

Cathy Richardson

Administrative Assistant

(470) 655-1117

Harbor Investment Management

Rick Bernstein

Rick Bernstein

Financial Advisor

(954) 789-9736

954-337-9278