William Wright, CFP®

William Wright, CFP®

Founder & President

Lauren Wright

Lauren Wright

VP & Director, Life Marketing

Justin Wright, CFP®

Justin Wright, CFP®

CLU®, ChFC® - Director, Life Marketing

Mike Van Horn

Mike Van Horn

Director, Annuity Marketing

Greg Reed

Greg Reed

Director, Life Marketing

Abby Rediger, MBA

Abby Rediger, MBA

Consultant, DI Marketing

Luis Silva

Luis Silva

Consultant, Advisor Experience

Tracy Gaspard

Tracy Gaspard

Case Manager, New Business

Gigi Gervacio

Gigi Gervacio

Case Manager, New Business

Shellie Halprin

Shellie Halprin

Executive Assistant

Jaclynn Klopfer

Jaclynn Klopfer

Director, FP Relations