Our Team

Our Team is dedicated to supplying excellent personal service to each and every one of our clients.

 

Todd Parker , CFP®, WMCP®, RICP®, CLU®, AEP®

Wealth Management Advisor

Office 217-423-0400


Email

Read Bio

Huldah C Mathis , CFP®, RICP®, WMCP®

Wealth Management Advisor

Office 941-957-4518


Email

Read Bio

Charity Shahan

Associate Advisor Representative

Office 941-957-4518


Email

Read Bio

Luke Allison

Portfolio Manager

Office 217-423-0400


Email

Read Bio

Ashley Austin

Investment Operations Associate

Office 217-423-0400


Email

Read Bio

Aubrie Meador

Insurance Operations Associate

Office 217-423-0400


Email

Read Bio

Joshua Hunt

Director of Operations

Office 217-423-0400


Email

Read Bio

Kristie A Parker

Marketing Manager

Office 217-423-0400


Email

Read Bio