Social Security

Social Security, Medicare

Ed Meekins

Senior Wealth Advisor
[email protected]

Jenika Cook

Senior Wealth Advisor
[email protected]

Joe Madsen

Wealth Consultant
[email protected]

Lauren Gravlee

Senior Client Service Associate
[email protected]

Patrick Richter

Director/Senior Wealth Advisor
[email protected]

Social Security Analytics and Medicare Assistance

Adam Lodge

Senior Wealth Advisor
[email protected]

Jeff Maher

Senior Wealth Advisor
[email protected]

Joe Hendrix

Director/Senior Wealth Advisor
[email protected]

Justin Richter

Senior Wealth Advisor
[email protected]

Kyle Quinn

Managing Director/Senior Wealth Advisor
[email protected]

Mark Vlasic

Senior Wealth Advisor
[email protected]

Ryan Brown

Regional Vice President
[email protected]

Tony Roberts

Head of Wealth Management
[email protected]

Trey Cooper

Director/Senior Wealth Advisor
[email protected]