Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Investments and Planning Josh W. Pownall

Josh W. Pownall

CFP®, ChFC®, CLU®, MBA, QPFC

Director of Investments and Planning

Photo of Executive Assistant Jan Holliday

Jan Holliday

Executive Assistant