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Who We Are

Lance Trammell CFP®, RICP®, MBA, CLTC®

Founder and Advisor

Edward James Gipson MBA, CFP®

Founder and Advisor

Ashley L Semidey RICP®

Director of Investments and Operations

Britni Curtis

Insurance Operations Specialist

Samantha J Jolliff

Event and Brand Manager

Mita Patel

Client Service Administrator

Ronald L Hendren

Client Service Representative

Rylee Hazelrigg

Director of Client Relations