We are proud to serve the following Mississippi locations.

Mississippi
Meet Our Mississippi Team
Jason Hester
Managing Partner
Alana Tallarico
CFP®
Financial Planner
Steven Rutledge
Executive Director of Insurance Operations
Erica Sutphin
Director of Underwriting
Jeanne Dortch
Insurance Associate
Lindsey Gresham
Investment Associate
Greg Trump
CFP®
Senior Estate Planner
Charlene Smith
Executive Director of Client Engagement
William Kientz
CLU®, ChFC®, CFP®
Wealth Advisor
Chris Tipton
CFP®, CFS®, ChFC®
Senior Advisor
Stephen Kinsley
Financial Planner
Amber Rogers
Senior Managing Advisor
Jordan Maruszak
CFP®, CWS®
