Our Team
G.E. Buenning, CLU®
Founding Partner
Lisa Esslinger
Chief Strategic Growth Officer
Mike Akins, MBA
FinTech Chief
Sam Winter
Investment Research & Trading Specialist
Joseph Amyx
Branch Compliance Analyst
Madai Martinez
Administration Specialist
Caden Russell
Chief Operations Officer
Caroline Rains
Executive Assistant - Business Operations & Marketing Specialist
Julie A. Gaffney
Director of Accounting & Registrations
Stacey Graves
Transitions Specialist
Veronica Reynolds
Transitions Specialist
Amy Gunter
Manager of Administrative Services
Aprel German
Manager of Administrative Services
Andrea Montoya
Orion Specialist
Hope Hoover
Director of Marketing | Graphic Designer
Kara Jett
Chief Compliance Officer
Benjamen Rothwell
Director, RIA Compliance
Emily Bushard
Compliance Administrator
Cleland Knox
Senior Branch Compliance Analyst
BJ Jennings, CFP®
Financial Planner
Debby Myers
Senior Branch Compliance Analyst
Deana Lehman
Senior Branch Compliance Analyst
Alex Ortiz
Technology Manager
Dane Steigerwald
Western Select Operations
Hope Bristow
Administrative Assistant
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