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Financial Planning Association Member

Management Team

E. Ronald Lara, CFP®
Chief Executive Officer
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Frank T. Shull, IV
President, Partner
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Jennifer L. Szaro
Chief Administrative Officer, CCO
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Scott T. Walker, CPA
Chief Financial Officer
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Ryan P. Joyce CFP®, CPA
First Vice President, Branch Manager
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Advisory Team

Sharon L. Abbey
Branch Manager - Frisco, CO
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Curtis Congdon, CRPC®, CFP®
Wealth Management Advisor
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Paul Corley
Senior Vice President, Wealth Management
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Theodore J. Doremus
Wealth Management Advisor, Protected Tomorrows™ Advocate
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Rick J. Gow
Wealth Management Advisor
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Beth J. Levine
Senior Vice President, Wealth Management
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Greg Mattingly,CFP®
Wealth Management Advisor
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Jack R. May, CFP®
Senior Vice President, Wealth Management
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Mark McKaig
Wealth Management Advisor
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Douglas McPherson
Broker Representative
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Michelle Mitchell
Operations Manager Virginia Office
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Sterling D. Neblett, CFP®
Wealth Management Advisor
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Steve O'Brien
Senior Vice President, Wealth Management
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Wendy A. Payne
Wealth Management Advisor
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Sarah E. Rodriguez
Client Services Associate
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