Associates

• James A. Saling, CIMA^®, CPWA^®, CPFA, AIF^®

  Managing Director, Financial Advisor

• Brent R. Simms

  Managing Director, Financial Advisor

• Jenny L. Berry

  Vice President, Relationship Management

• Peggy N. Slaughter, CFP^®, CRPS^®, CPFA^®, AIF^®

  Retirement Plan Consultant

• Mark Guenard, AIF

  Financial Advisor

• David Graham

  Senior Client Administrative Manager