
Putting
people first.
Get to know our leadership team
Leadership at the Sugarloaf office is dedicated to doing good for our clients, employees and community.


Financial Advisor and Growth & Development Director

Celine Jao
Director of Operations

Neely Griffith
Director of Operations

Jessica Burks
MBA, CLU®
Director of Supervision

Emily Cook
Financial Planning Associate

Allison Curcio
Director of Training and Development

Dwaan Black
CFP®, CLU®, ChFC®
Managing Partner

Mallory Markham
Campus Recruiter