Get to know my dedicated team

My team and I are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about your current plan, please don't hesitate to contact us.

Photo of Office Manager Laura McConnell

Laura McConnell

Office Manager

Photo of Growth and Development Director Anderson O. Jones

Anderson O. Jones

CFP®, CLTC®

Growth and Development Director

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Photo of Financial Advisor Frank "Tripp" Bennett III

Frank "Tripp" Bennett III

Financial Advisor

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B W

Blake Danielle Wright

Financial Representative Assistant