Team
Depth in team. Depth in knowledge.
Executive Team
Shannon Saxton
President and CEO
Dawn Spencer
Director of Operations
Platform Operations and Client Service Team
Shelbey Bateman
Joanna Childs
Kristie Crismon
Ambra Elmer
Kristi Flynn
Valerie Lipp
Bryna Riley, CFP®
Chloë Saxton
Carla Sizemore
Tina Spencer
Service Area
Anywhere in the U.S. including all time zones