Our Team
ADVISORS
Walter J. West
Senior Financial Strategist
Walter is our Senior Financial Specialist, where he spends the majority of his time on client acquisition, reviews, and operations. His normal day starts early and ends late and is always a little different (but Walter loves the…
Alan Pershing, MBA
Financial Consultant
Alan has always been interested in financial planning, but when he personally saw the impact that adequate planning can have, he was even more motivated to make this his career. After his dad passed away, his brother-in-law, a…
Hope Kiefner, CFP®
Financial Consultant
Hope comes from a diverse background where she discovered those well-versed in sound financial practices tend to lead the pack, and it is never too late to start making smart financial decisions. While she has always enjoyed…
ADMINISTRATION
Lori Timmons
Client Service Coordinator
Lori is our Client Service Coordinator, where she greets clients, processes applications, processes client service requests, and organizes client and public educational events. She has been in the financial services industry on and…
Jody Drakes
Account Manager
As our Account Manager, Jody assists new clients with opening and tracking both investment and annuity accounts, assists current clients with any requests or issues they may have, and organizes client functions and events. She…
James West
Technology Manager
James is our trusty Technology Manager, where he manages all day to day technology operations and evaluates and implements technology solutions on a per project basis. He has worked in the financial services industry…