Our Team
President | Program Manager
Jeremy M. Davis, CFP®, CIMA®
Jeremy is a servant leader to his wife, two children, team members, and clients.
Chairman
Wes Jackson
Wes is an experienced growth-coach who encourages and empowers others to fulfill their purpose.
Vice-President | Regional Leader |
Financial Advisor
Charles “Danny” Raube, ChFC®️
Danny feels his mission is educating his clients in such a way that their financial security is paramount.
Vice President | Financial Advisor
John Tanner
John has a passion to help create confidence and peace of mind by leading others in establishing customized, comprehensive financial plans that place emphasis on conservation and legacy.
Vice-President | Regional Leader |
Financial Advisor
Hugh Cameron
Hugh is an industry leader that uses his experience and personal life lessons to better educate and encourage his children, team members and clients to celebrate today while effectively building a better tomorrow.
Designated Supervisor
Wesley Privett
Wesley nurtures and encourages excellence in all business dealings to ensure clarity and good commerce.
Investment Professional | Director of Communications
Danna Raube
Danna is a registered representative who understands the importance of effective communication and education.
Administrative Assistant
Johanna Vrboncic
Johanna is retired military with over 40 years of customer service experience, she stands ready to help you with all your administrative needs.
Administrative Assistant
Gay Davis
Gay is a retired educator who pays great attention to detail and organization.
Operations Manager
M. Conrad Haworth
Conrad has over 25 years of experience in the service industry and brings that knowledge & desire to help people to our team. He is an excellent communicator and works closely with advisors and clients alike to assist them in financial planning and reaching their goals
Administrative Assistant
Kelley Tobias
Kelley has worked in the financial industry for over 20 years. She enjoys getting to know the clients so she understands what is important to them which allows her to better serve them.Financial Consultant
Brady Lucyk
Brady is an experienced financial professional that is committed to guiding individuals and families towards their financial goals. Brady possesses a comprehensive understanding of insurance strategies, retirement planning and wealth management. He prioritizes delivering tailored solutions that align with each client’s unique financial objectives. Beyond his professional pursuits, Brady enjoys spending quality time with his wife and two sons.
Account Executive
Greg Brennan
As a student of the economy and financial markets, Greg thrives on putting research and analysis into action. His mission is to help our advisors and clients achieve the performance needed to accomplish their goals.
Administrative Assistant
Analee Mally
Analee started in the banking world in 1998. She is a wife and mom of three, which includes twins, and she loves every minute of it. She enjoys getting to know her customers and helping them in any way that she can
Financial Consultant
Valorie Bonisese
Val has been a financial consultant for over 20 years and absolutely loves what she does! She enjoys meeting people and making them, not only clients, but friends, and helping them reach their financial goals along the way is an added plus!