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
Kristie Crismon
Ambra Elmer
Tom Epplin
Kristi Flynn
Darlene Guillory
Valerie Lipp
Bryna Riley, CFP®
Chloë Saxton
Carla Sizemore
Tina Spencer
Sophie Talbot
Service Area
Anywhere in the U.S. including all time zones
