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
