Meet The Team

Lance Gilman, CFE®
President & CEO
Peter Hanson
Financial Investment Advisor
Derek Huot
Financial Advisor
Jeremy P Barnard
Investment Advisor
Cameron Graham, MS
Financial Advisor
Blake King, CFP®
Retirement & Investment Advisor
Brittany Harrington
Chief Operating Officer
Alana Callahan
Operations Administrator
Sarah Mahan
Operations Administrator
Rachel Farrington
Office Adminstrator
Isabelle Jackson
Marketing Manager
Lydia Gilman
Marketing Assistant

Affiliates

Chris Parnell
Medicare Specialist Affiliate
Kevin Kaulback
Worksite Benefits Affiliate