Ray Henderson

Marketing Executive

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Ray Henderson

CLU®, ChFC®, CASL®, RICP®

Stephanie Sage

Marketing Executive

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RICP®

President | Chief Executive Officer

Wealth Management Advisor

Vice President of Operations | Wealth Management Advisor

Amberlyn Ponce

Marketing Executive

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Director of Financial Planning | Wealth Management Advisor

Annette Self

Marketing Executive

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Client Service Director

Tristan Adams

Marketing Executive

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Financial Planning Specialist

Beatrice Okesanya
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Personal Accountant

Melanie Walton
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Financial Plan Analyst | Bookkeeper