Advisors

William Alan Franks
William Alan Franks
CFP®, CLU®, CFBS®
Jack Giles
Jack Giles
Financial Advisor

Insurance Specialists

Joe Norton
Joe Norton
Senior Risk Consultant
Matthew Conner
Matthew Conner
Commercial Insurance Consultant
Matthew Evanson
Matthew Evanson
Life/Annuity Specialist

Through Our Relationship With MassMutual*, We Have Access to The Following Specialists & Resources:

Daken Vanderburg, CFA®
Daken Vanderburg, CFA®
CFA®, MassMutual Wealth Management
Kurt Lippincott
Kurt Lippincott
CFA®, CPWA®, Head of Investment Office
Adam Deady
Adam Deady
CFP®, Investment Portfolio Consultant
Matthew Whitbread
Matthew Whitbread
CFA®, CAIA®, FRM®, Head of Custom Portfolios

Support Team

Bria Ragland
Bria Ragland
Financial Assistant
Kayla Baskin
Kayla Baskin
Financial Assistant
Emily Dougherty
Emily Dougherty
Financial Assistant

Additional Agency Resources

Ryan Young
Ryan Young
Business and Advanced Planning Specialist
Ian Carbone
Ian Carbone
Director of Financial Planning
Peter Kim
Peter Kim
Medicare Specialist

*MassMutual refers to Massachusetts Mutual Life Insurance Company, (Springfield, MA 01111-0001)