Our Associates

To learn more about these unique individuals click on their names below:

Management

     
Steven A. Stilwell William R. Terry Robert C. Turner, CLU
CEO President Managing Partner

 

Financial Representatives

The firm is comprised of a dedicated team of professionals with a wide range of backgrounds - in finance, law, insurance, and investments.

Many of our associates have professional designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial PlannerTM(CFP®).
 
Justin J. Barham  
Matthew R. Barrette  
Thomas E. Davis  
Hunter Hickam  
Rudy Najera  
H.T. Pack  
Stephen A. Stilwell  
William R. Terry  

Office Support

Jennifer Brookman, Operations Coordinator

Tonya Hershberger, Director of Finance

Mary Jo Mitchell, Site Coordinator

Chessie Ralston, Director of Marketing

Allison Sharpe, Director of Operations / Compliance

Peggy Sluss, Registered Sales Assistant