Meet Lupe
Lupe Martinez
Personal Account Manager
Meet Shanna
Shanna Franklin
Personal Account Manager
Meet Amanda
Amanda Riley
Project Manager / Marketing Specialist
Meet Trey
Trey Broome
Business Insurance Consultant
Meet David
David W. Neal
Business Insurance Consultant
Meet Joseph
Joseph Belt
Business Account Manager
Meet Jerrica
Jerrica Starnes
Health & Benefits Account Manager
Meet Miriam
Miriam Punch
Personal Insurance Consultant
Meet Andrew
Andrew Kaiser
Managing Partner, Health & Benefits Consultant
Meet Terri
Terri Buchanan
Accounting Manager
Meet Megan
Megan Johnson
Health & Benefits Account Manager
Meet Paula
Paula Johnson
Business Account Manager
Meet Robert
Robert W. Broome, Jr.
Managing Partner, Business Insurance Consultant
Meet Scott
J. Scott Broome
Managing Partner, Personal Insurance Consultant
Meet Deaton
Deaton Smith
Contracted Business Associate
Meet Wendy
Wendy Price
Receptionist
Meet Lori
Lori Alala
Equity Partner, Health & Benefits Consultant
Meet Ellen
Ellen Robbins
Health & Benefits Account Manager
Meet Holly
Holly Kondas
Business Account Manager
Meet Jessi
Jessi Morrison
Health & Benefits Account Manager
Meet Emily
Emily Westmoreland
Operations Manager
Meet Chelsea
Chelsea England
Personal Account Manager

Deaton Smith, CFP®, ChFC®

Contracted Business Associate


Bio coming soon.