Get to know my dedicated team

Each of us are committed to providing exceptional service.

When you become my client, you place your trust in me to help make your vision a reality. I honor that trust with the help of my dedicated support staff. Together, we make a strong commitment to client service. If at any time you have a question, concern or need, please let us know.

Photo of Associate Financial Representative Jessica J Putman

Jessica J Putman

Associate Financial Representative

Photo of Manager of Investment Operations Christy Langston

Christy Langston

Manager of Investment Operations