Our Team

 
  • Robert F. Miller, CLU, ChFC, CFP, MSFS

    Wealth Preservation & Business Succession

  • Thomas G. Moffatt


    Pension Specialist

  • Robert E. Appel, JD*, LLM, MBA

    Second VP of National Design, Advanced Planning

  • Gregory W. Butler, ChFC, CFP, CLU

    Director of Financial Advisory Services

  • Ben T. Huddle, CFP, MBA, CRPC

    Director of Financial Advisory Services

  • Timothy Johnson, CFA

    Chief Investment Strategist

  • Jon J. Lee, CFP, ChFC

    Regional Director of Financial Planning

  • Donna L. Rowan, JD*, LLM, CLU

    National Design, Advanced Planning Attorney

  • Mary T. Young, ChFC, CDPC, CFP

    Director of Financial Advisory Services