Meet The Team

Lance Gilman, CFE®
President & CEO
Peter Hanson
Financial Investment Adviser
Derek Huot
Financial Adviser
Jeremy P Barnard
Investment Adviser
Cameron Graham, MS
Financial Adviser
Blake King, CFP®
Retirement & Investment Adviser
Jake Connolly, CFP®, CTFA
Retirement & Investment Adviser
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

Jake Connolly, CFP®, CTFA
Retirement & Investment Adviser
Chris Parnell
Medicare Specialist Affiliate
Kevin Kaulback
Worksite Benefits Affiliate