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
Collen Keifer
Paraplanner
Edward Cochran
Director of Technology
Faustina Velez
Director of Development
Ian Carbone
Director of Financial Planning
Jake Moore, CFP®, CRPC
Investment Specialist
Jennifer Pluer
New Business Coordinator
Joe Fernandez
Agency Supervisory Officer
Jonathan Constant, CRPC
Investment Specialist
Jordan Tice
Agency Supervisory Officer
Kindle Rudolph
Director of Supervision
Luigi Compres
Paraplanner
Michael Kipniss, CLU, ChFC, CASL, ChSNC
Partner
Peter Truong
Partner
Rebecca Rosario
New Business Coordinator
Ryan Young
Business & Advanced Planning Specialist
Scott Shunnarah
Partner
Shad Reynolds, CFP®, CLU, ChFC
Partner and Teaming Specialist
Tina Franklin
New Business Coordinator
Tisha Kim
Executive Assistant to Bill McQuaid & Joe Schreck
Trevor Sprowl
Partner
