Associates

• Cathey L. Williamson

  President and Chief Executive Officer

• Patrick D. Davis

  Vice President

• Kathy Conley-Jones, LUTCF

  Chief Insurance Strategist

• Katy Brown-Thibodeau, RFC®

  Financial Planning Specialist

• Gary Lewis McPherson, II, AIF®, CLTC, CPFA

  Retirement Plan Advisor

• Jennifer Anderson

  Operations Manager

• Kyndal Chase

  Administrative Assistant