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
Alex Handler
Director of Development
Bobby Stierwalt
Partner
Brandon Edwards
Managing Associate
Casey Bradley
Managing Associate
Cassady Thompson
Director of Marketing
Chris Kim
Managing Associate
Corey Fortner
Partner
Ian Carbone
Director of Financial Planning
Jake Moore, CFP®, CRPC
Investment Specialist
Joe Fernandez
Agency Supervisory Officer
Jonathan Constant, CRPC
Investment Specialist
Josh Lee
Agency Compliance Coordinator
Josi Hightower
Executive Assistant
Kindle Rudolph
Agency Supervisory Officer
Kristy Nguyen
Paraplanner
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
Tina Franklin
New Business Coordinator
Trevor Sprowl
Partner
Tyler Ver Steeg, CFP®, CLU
Partner
