Selected Bios

J. Saunders Wiggins,
CFP®, AIF®
CEO/President

Bobby Moyer, CFA®, CFP®, CAIA®
Chief Investment Officer

Brad Beausoleil, QKA, QKC
Director of TPA Services

Joné Liuzza, ERPA, QPA, QKA
Director of Retirement Plan Sales

Kim D’Amico
Controller
HR Manager

Joseph A. Wiggins, Jr., AIF®
Founder/Chairman Emeritus

Amie Leonard
Client Service Coordinator

Dylan Mills
Marketing Specialist

Jordan Koenig
Accounting Assistant

David J. Kupstas, FSA, EA, MSEA
Chief Actuary

Denise Lavoie
Front Desk Coordinator/Receptionist

Faron Miller, CFP®
Retirement Plan Advisor

Jillian Ward, IACCP®
Executive Assistant &
Compliance Associate

Jimmy Pickert, CFA®, CFP®, CRPS®
Portfolio Manager

John McKenna
Client Service Associate

Julie Grove
Client Service Coordinator

Leah Johnson, QKA
Retirement Plan Consultant

Leslie Latham
Retirement Plan Consultant

Melba Getty
Client Service Coordinator

Susan Reeves
Senior Retirement Plan Consultant

Jake Scott
Wealth Management Associate