Kenneth Heck, CFP

President

Guy S. Hobbs

Managing Partner

Steve Lowe

Regional Account Manager (Southwest)

Richard D. McCord, Jr.

Vice President

Jeff Waddoups

Chair
Lee Business School Department of Economics

Curtis Myles

President and CEO

Bill O'Donnell

President

John Restrepo

Principal

Sergey Rumyantsev

Manager: Financial Planning & Analysis

Chris Jones

President and CEO