Putting
people first.
Get to know our leadership team
Leadership at the Canton office is dedicated to doing good for our clients, employees and community.
I help my clients plan proactively, so they do not have to live their financial lives reactively. My mission in life is to create a life where I have the freedom to give generously of my time, my money, and my heart.
Jacob Cunningham
Director of Investments and Planning
Amanda Johnson
Sales Execution Team Leader