Our Team
Leadership & Management
Bill McQuaid, CLU, ChFC
Chairman & CEO
Joe Schreck, CPFA
President
Whit Ferguson
Managing Director, Partner, Brokerage
Alice Fenner
Chief Operating Officer
Marisa French
Chief Financial Officer
Partners & Specialists
Alden Hill
Director of Recruitment
Aubrey Vaughn, CLU, ChFC, REBC
Director of Advanced Business Planning
Brandon Edwards
Managing Associate
Casey Bradley, CBEC
Managing Associate
Cassady Thompson, MBA
Director of Marketing & Teaming Specialist
Corey Fortner
Partner
Davis Flynt
Paraplanner
Edward Cochran
Agency Technology Specialist
Faustina Velez
Director of Development
Ian Carbone
Director of Financial Planning
Jake Moore, CFP®, CRPC
Investment Specialist
Joe Fernandez
Agency Supervisory Officer
Jonathan Constant, CRPC
Investment Specialist
Jordan Tice
Executive Assistant to Bill McQuaid & Joe Schreck
Josh Lee
Agency Supervisory Officer
Kindle Rudolph
Agency Supervisory Officer
Matt Evanson
Associate Brokerage Director
Michael Kipniss, CLU, ChFC, CASL, ChSNC
Partner
Peter Truong
Partner
Rebecca Rosario
New Business Coordinator
Ryan Young
Business & Advanced Planning Specialist
Shad Reynolds, CFP®, CLU, ChFC
Partner and Teaming Specialist
Tina Franklin
New Business Coordinator
Trevor Sprowl
Partner
Tyler Ver Steeg, CFP®, CLU
Partner
