Securities and Insurance Licensed Advisors

John J. Brais
John J. Brais
Owner
Financial Planner
Family Wealth Counselor
MEET JOHN
Melissa Chadwick
Melissa Chadwick
Wealth Management Certified Professional®
Family Wealth Counselor
Chief Compliance Officer
MEET MELISSA
Scott D. Walker
Scott D. Walker
Financial Planner
Family Wealth Counselor
MEET SCOTT
Joe M. Perkins, MBA, CLTC
Joe M. Perkins, MBA, CLTC
Financial Planner
Family Wealth Counselor
MEET JOE
Jared G. Johnson, CPA
Jared G. Johnson, CPA
Financial Planner
Family Wealth Counselor
MEET JARED

Insurance Licensed Professionals

Debra Mackie
Debra Mackie
Financial
Professional
MEET DEBRA
Joe King, CLTC
Joe King, CLTC
Medicare
Benefits
MEET JOE
Jeff Cecil
Jeff Cecil
Financial
Professional
MEET JEFF

Client Service and Operations Team

Dawn Rutledge
Dawn Rutledge
Director of
Client Services
MEET DAWN
Tassa Cremedy
Tassa Cremedy
Assistant Director
of Client Services
MEET TASSA
Ashley Parrish
Ashley Parrish
Client Services
Specialist & Scheduler
MEET ASHLEY
Yvonne Albarran
Yvonne Albarran
Asst. Compliance Officer, Accts. Receivable, IT Solutions Coordinator
MEET YVONNE
Jessica Patterson
Jessica Patterson
Marketing & Business
Development Manager
MEET JESSICA
Julie Sayers
Julie Sayers
Director of
Finance & Operations
MEET JULIE

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