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
Compliance Analyst
Madai Martinez
Administration Specialist
Caden Russell
Chief Operations Officer
Caroline Rains
Executive Admin Assistant - Branch Development & Operations
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 Compliance Analyst
Debby Myers
Senior Compliance Analyst
Deana Lehman
OSJ Delegate
Alex Ortiz
Technology Manager
Dane Steigerwald
Western Select Operations
Hope Bristow
Administrative Assistant
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