Get to know our leadership team

Leadership at the Sugarloaf office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Shannon Wiley

Shannon Wiley

Managing Director

Photo of Director of Supervision Jessica Burks

Jessica Burks

MBA, CLU®

Director of Supervision

Photo of Financial Planning Associate Emily Cook

Emily Cook

Financial Planning Associate

Photo of Director of Training and Development Allison Curcio

Allison Curcio

Director of Training and Development

Photo of Managing Partner Dwaan Black

Dwaan Black

CFP®, CLU®, ChFC®

Managing Partner

Photo of Campus Recruiter Mallory Markham

Mallory Markham

Campus Recruiter

Photo of Growth and Development Director Rich Wiley

Rich Wiley

Growth and Development Director

Photo of Chief Growth Officer Randi Michaelson

Randi Michaelson

Chief Growth Officer

Photo of Director of Operations Bethany McFarland

Bethany McFarland

SPHR

Director of Operations

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