Who We Are

 
  •  B. Dale Henderson, CRPC®, CFS®

    B. Dale Henderson, CRPC®, CFS®

  • Megan L. Spain, CFP®

    Megan L. Spain, CFP®

    Estate & Planning Specialist

  • Angie Harper

    Angie Harper

    Practice Manager & Client Services

  • Jennie Henderson

    Jennie Henderson

    Administrative Assistant

  •  Chris Diuguid

    Chris Diuguid

    Business Operations Manager

  •  D. Wiley Moody

    D. Wiley Moody

    Director of Planning

  •  Jane Johnson, CFP®

    Jane Johnson, CFP®

    Director of Planning

  •  Robert E. Appel, J.D.*, LL.M., MBA

    Robert E. Appel, J.D.*, LL.M., MBA

    Second Vice President of National Design/Advanced Planning

  •  Ben T. Huddle, CFP®, MBA, CRPC

    Ben T. Huddle, CFP®, MBA, CRPC

    Director of Financial Advisory Services

  •  Timothy S. Johnson, J.D.*, CRPC

    Timothy S. Johnson, J.D.*, CRPC

    Chief Investment Strategist

  •  Dianna  Parker, CFP®

    Dianna Parker, CFP®

    Director of Planning

  •  Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

    Donna L. Rowan, J.D.*, LL.M., CLU®, CHFC®

    National Design/Advanced Planning Attorney

  • Mary T. Young, CFP®, ChFC®, CRPC®

    Mary T. Young, CFP®, ChFC®, CRPC®

    Director of Financial Advisory Services

  •  Seth B. Wolnek, JD*, CFP®, CRPC

    Seth B. Wolnek, JD*, CFP®, CRPC

    Practice Advisor