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
Junior Retirement Plan Consultant
David J. Kupstas, FSA, EA, MSEA
Chief Actuary
Denise Lavoie
Office Administrator

Faron Miller, CFP®, AIF®
Retirement Plan Advisor
Jillian Ward, IACCP®
Executive Assistant &
Compliance Associate

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

John McKenna, AIF®
Retirement Plan Client Service Coordinator
Julie Grove
Client Service Coordinator

Leslie Latham
Retirement Plan Consultant
Melba Getty
Client Service Coordinator
Susan Reeves
Senior Retirement Plan Consultant
Jake Scott
Wealth Management Associate