Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Advisor Chris Bush

Chris Bush

Financial Advisor

Photo of Associate Financial Representative Sean Wacker

Sean Wacker

Associate Financial Representative

A dedicated professional who works alongside Chris Bush to do right by our clients and make the financial planning process as smooth as possible.

Photo of Portfolio Manager Don Holt

Don Holt

Portfolio Manager

Photo of Investment Lead Pedro Afonso

Pedro Afonso

AWMA®, RICP®

Investment Lead

Photo of Marketing Manager Courtney McDaniel

Courtney McDaniel

CLF®

Marketing Manager

Photo of Morgan Harper

Morgan Harper

My team and I work closely to provide a positive overall experience for our clients by walking them through the financial planning process. We desire to implement a comprehensive strategy to bring you long-term financial comfort and protection. I enjoy working with people open to creating their best financial future, including young professionals, families, and business owners.

Photo of Matthew P DeMartin

Matthew P DeMartin