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 Manjarrez
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