Our Team
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Donald E. Garcia
President & Financial Planner
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Peggy Taylor
VP, Operations
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Brent E. Dellinger, MBA, CFA
Investment Specialist
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Mary Doyle, CPA*
Client services Specialist
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Wendy Clark-Garcia, JD*
Estate Relationship Manager
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John Balster
Financial Planner
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Sean Connelly
Planner Assistant
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Grace Carroll
Relationship Manager
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Hunter Hesslen
Planner Assistant
Advisor Affiliates
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Robert F. Miller, CLU, ChFC, CFP, MSFS
Wealth Preservation & Business Succession
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Thomas G. Moffatt
Pension Specialist
Osaic FA Inc. Advisors Resources
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Robert E. Appel, JD*, LLM, MBA
Second VP of National Design, Advanced Planning
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Gregory W. Butler, ChFC, CFP, CLU
Director of Financial Advisory Services
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Ben T. Huddle, CFP, MBA, CRPC
Director of Financial Advisory Services
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Timothy Johnson, CFA
Chief Investment Strategist
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Jon J. Lee, CFP, ChFC
Regional Director of Financial Planning
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Donna L. Rowan, JD*, LLM, CLU
National Design, Advanced Planning Attorney
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Mary T. Young, ChFC, CDPC, CFP
Director of Financial Advisory Services