How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Home Office
Alabama
Kathryne Brugge
Associate Partner, Regional Marketing Director, Insurance and Employee Benefits
(866) 872-0277
Marianna Honeycutt
Associate, Insurance and Employee Benefits
Florida
Samantha Bond Richman
Associate, Insurance and Employee Benefits
Georgia
Jim Allen
Associate Partner, Regional Marketing Director, Insurance and Financial Services
(706) 632-5816
Mark Belongie
Associate Partner, Director of Lifestyle Enrich Program
Mike Stamps, CBC
Chartered Benefits Consultant, Associate Partner- Professional Transition & Exit Strategies Group
(706) 632-5816
Illinois
Maryland
Marc Laborde
Associate Partner, Regional Marketing Director, Insurance and Employee Benefits
(886) 605-6574
Mississippi
North Carolina
Gary Spellman
Associate, Regional Marketing Director, Insurance and Employee Benefits
(980) 226-6299
Ohio
Mike Sheehan
Associate Partner, Regional Marketing Director, Insurance and Financial Services
Pennsylvania
South Carolina
Tennessee
