Walking Beside You
We know you have many options when it comes to who you trust with your hard-earned wealth. As your trusted retirement guides, we never forget that our responsibility is to YOU.
Our team of dedicated financial professionals has spent years working to improve the lives of our clients, their families and our community — and we’re ready to do the same for you.
Meet Your Retirement Guides
Wesley P. Wood President
Rachel Biggerstaff Partner | Senior Wealth Advisor
Jacqueline Garneau Chief Marketing Officer
Kevin McCann Chief Compliance Officer
Spencer Ader, CFP® Senior Wealth Advisor
Jackson Weeks Senior Wealth Advisor
Keith Casiano Senior Wealth Advisor
Zachary Hyche, CRPC™ Senior Wealth Advisor
Hannah Herman, CFP® Investment Advisor Representative
Jake Butler Investment Advisor Representative
Jacob Harrison Investment Advisor Representative
Houston Loper, CFP® Investment Advisor Representative
Brittany Green Client Relations Administrator
Sarah Summers Client Relations Administrator
Jordan Zuger Client Relations Administrator
Leah Jones Client Relations Administrator
Stacy Ballinger Operations Manager
Olivia Kemp Processing Specialist
James Jordan Processing Specialist
Tyler Morris Processing Specialist
Jaclyn Stamps Training & Special Projects Manager
Kayla Hicks Financial Paraplanner
Sarah Thompson Client Development Specialist
Natalie Sherlock Client Development Specialist
Tracy Hobyane Client Development Specialist
Theresia Dowlen First Impressions Manager
Heather Street First Impressions Manager
Michelle Malchow Office & Marketing Assistant
Gracen Harrison Executive Assistant
Molly Rose Executive Assistant
Alison Ray Marketing Manager
Lauren Weber Marketing/Workshop Coordinator
Samantha Zimmerman Workshop Coordinator
Ginger Wiens Workshop Coordinator
Maria Bulanova Digital Marketing Specialist
Ken Boutwell Tax Preparer
Susan Speed Office Assistant
THE OPEN ROAD TO RETIREMENT IS CALLING —
How Will You Answer?
Take the first step toward financial independence. Schedule your complimentary no-obligation, 15-Minute Strategy Call to learn how our experienced advisors can help ensure you never run out of income in retirement.