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OUR TEAM


ADVISORS


WALTER J. WEST

Senior Financial Strategist

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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

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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…


ADMINISTRATION


LORI TIMMONS

Client Service Coordinator

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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

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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

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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…