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