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Connie Mack
President/Founder, AIF
®
, AAMS
®
, CRPS
®
Lance Roberts
Chief Investment Strategist
Richard Rosso
Director of Financial Planning, CFP
®
Danny Ratliff
Sr. Financial Advisor, CFP
®
, ChFC
®
Michole Fields
Compliance Manager & Controller
Stephanie Lawrence
Director of Operations
Samantha Samolu
Client Services Manager, MBA
®
Daniel Whitty
Client Services Administrator
Tom Allen
Retirement Plan Consultant
Chris Behan
Business Development Officer
Michael Lebowitz
Portfolio Manager, CFA
®
Frank Marrone
Sr. Financial Advisor, CFP
®
, CRPC
®
Craig Severin
Sr. Financial Planner, CFP
®
, NSSA
®
Jonathan Penn
Senior Financial Advisor, CFP
®
Chris Liebum
Senior Risk Management Consultant, LUTCF
Nick Lane
Financial Analyst, MS
Pashaa Simmons-Green
Client Services Administrator
Brent Clanton
Executive Producer – Lance Roberts Show
Erica Theriot
Director of Marketing
Karen Roan
Director of Investment Relations