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