Bobby's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Bobby assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

As an insurance and annuity consultant, Jerry specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

Thomas serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Thomas partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.