Our Team

Our people at your service
Alan Barclay
Senior Financial Consultant
Spring, TX
FINRA Registrations: 24, 7, 79, 99, 63
Stefanie Branton
Executive Assistant
Dallas, TX
Randy Brockley
Financial Consultant/Originator
Elizabethton, TN
FINRA Registrations: 62, 79, 63
Tom Daniel
Vice President of Retail Bond Sales
Pensacola, FL
FINRA Registrations: 7, 63
Ben F. Foster
Financial Consultant
San Antonio, TX
FINRA Registrations: 24, 7, 63
Kimberlee G. Gustafson
Financial Consultant
Oviedo, FL
FINRA Registrations: 7, 63
Andrew Hobbs
Senior Financial Consultant
Sacramento, CA
FINRA Registrations: 62, 63
Kim Hutcheson
Call Center Associate
McDonough, GA
Michael Kerr
Compliance Administrator
Dallas, TX
Charles Major
President/General Principal
Dallas, TX
FINRA Registrations: 24, 14, 7, 79, 99, 63
Becky Miller
Call Center Associate
McDonough, GA
Christy H. Overby
Financial Consultant
Madison, MS
FINRA Registrations: 7, 63
Phil Pierce
Call Center Associate
Dallas, TX
Ben Richards
Originator
Punta Gorda, FL
FINRA Registrations: 79, 62, 63
Deb Richards
Senior Financial Consultant
Punta Gorda, FL
FINRA Registrations: 62, 63
Jeffrey Siegel
Vice President - Director of Special Projects
Rome, GA
FINRA Registrations: 24, 28, 7, 79, 99, 63
Glenda Dickens Snotherly
Financial Consultant
Youngsville, NC
FINRA Registrations: 62, 63
Jeff Spelman
Controller
Dallas, TX
FINRA Registrations: 7, 63, 79
Joe Todd
Senior Financial Consultant
Houston, TX
FINRA Registrations: 24, 27, 7, 79, 99, 63
Carla Tong
Brokerage Coordinator
Dallas, TX
David Turner
Senior Vice President of Marketing/General Principal
McDonough, GA
FINRA Registrations: 24, 79, 7, 63
Dwaine Unruh
Senior Financial Consultant/Originator
Old Hickory, TN
FINRA Registrations: 24, 7, 79, 99, 63
Joseph J. Varga
Senior Financial Consultant
North Brunswick, NJ
FINRA Registrations: 7, 79, 63
Denise Waters
Call Center Associate
Oxford, AL